Schear Investment Advisers, LLC ORCL Holdings History
Number of Shares
13,736.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
1.11%
Total Estimate Gain
$807,799.68
% of Total Estimate Gain
37.95%
Schear Investment Advisers, LLC's Oracle Corp Holding Summary
As of 2025-03-31, Schear Investment Advisers, LLC held 13,736.00 shares of Oracle Corp(ORCL), totaling $1.92 Mil. This investment constitutes 1.11% of their stock portfolio, and Schear Investment Advisers, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2024Q3. And since then Schear Investment Advisers, LLC has made 3 purchases of ORCL, at an average price of $154.98, for a total of 13,736.00 shares. Based on historical transaction data and ORCL's current price of $213.79, Schear Investment Advisers, LLC's estimated gain on his ORCL holdings is $807,799.68, reflecting a 37.95% gain to date.
Schear Investment Advisers, LLC ORCL ($213.79) Holding Chart
Schear Investment Advisers, LLC ORCL ($213.79) 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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