Transform Wealth, LLC ORCL Holdings History
Transform Wealth, LLC's Oracle Corp Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 66,408.00 shares of Oracle Corp(ORCL), totaling $9.28 Mil. This investment constitutes 0.56% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 7 purchases of ORCL, at an average price of $95.85, for a total of 161,847.00 shares. In addition, there have been 9 sales at an average price of $54.16 for 95,439.00 shares. Based on historical transaction data and ORCL's current price of $245.45, Transform Wealth, LLC's estimated gain on his ORCL holdings is $5.96 Mil, reflecting a 38.40% gain to date.
Transform Wealth, LLC ORCL ($245.45) Holding Chart
Transform Wealth, 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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