Taylor & Morgan Wealth Management, LLC ORCL Holdings History
Number of Shares
1,093.00
Current Holdings Value*
$238,960.00
% of Portfolio
0.16%
Total Estimate Gain
$92,161.76
% of Total Estimate Gain
52.33%
Taylor & Morgan Wealth Management, LLC's Oracle Corp Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 1,093.00 shares of Oracle Corp(ORCL), totaling $238,960.00. This investment constitutes 0.16% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2025Q2. And since then Taylor & Morgan Wealth Management, LLC has made 1 purchases of ORCL, at an average price of $161.13, for a total of 1,093.00 shares. Based on historical transaction data and ORCL's current price of $245.45, Taylor & Morgan Wealth Management, LLC's estimated gain on his ORCL holdings is $92,161.76, reflecting a 52.33% gain to date.
Taylor & Morgan Wealth Management, LLC ORCL ($245.45) Holding Chart
Taylor & Morgan Wealth Management, LLC ORCL ($245.45) 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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