Phillips Wealth Planners LLC ORCL Holdings History
Phillips Wealth Planners LLC's Oracle Corp Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 5,920.00 shares of Oracle Corp(ORCL), totaling $1.39 Mil. This investment constitutes 1.26% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 4 purchases of ORCL, at an average price of $92.32, for a total of 12,033.00 shares. In addition, there have been 6 sales at an average price of $137.63 for 6,113.00 shares. Based on historical transaction data and ORCL's current price of $241.90, Phillips Wealth Planners LLC's estimated gain on his ORCL holdings is $1.16 Mil, reflecting a 104.64% gain to date.
Phillips Wealth Planners LLC ORCL ($241.90) Holding Chart
Phillips Wealth Planners LLC ORCL ($241.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
