Number of Shares
50,609.00
Current Holdings Value*
$7.08 Mil
% of Portfolio
1.97%
Total Estimate Gain
$5.46 Mil
% of Total Estimate Gain
76.54%

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 $248.75, Rockline Wealth Management, LLC's estimated gain on his ORCL holdings is $5.46 Mil, reflecting a 76.54% gain to date.

Rockline Wealth Management, LLC ORCL ($248.75) Holding Chart

Rockline Wealth Management, LLC ORCL ($248.75) 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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