Rockline Wealth Management, LLC ORCL Holdings History
Number of Shares
50,609.00
Current Holdings Value*
$7.08 Mil
% of Portfolio
1.97%
Total Estimate Gain
$4.88 Mil
% of Total Estimate Gain
68.43%
Rockline Wealth Management, LLC's Oracle Corp Holding Summary
As of 2025-03-31, Rockline Wealth Management, LLC held 50,609.00 shares of Oracle Corp(ORCL), totaling $7.08 Mil. This investment constitutes 1.97% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 5 purchases of ORCL, at an average price of $140.90, for a total of 50,609.00 shares. Based on historical transaction data and ORCL's current price of $237.32, Rockline Wealth Management, LLC's estimated gain on his ORCL holdings is $4.88 Mil, reflecting a 68.43% gain to date.
Rockline Wealth Management, LLC ORCL ($237.32) Holding Chart
Rockline Wealth Management, LLC ORCL ($237.32) 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 % |
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