Number of Shares
74,887.00
Current Holdings Value*
$10.47 Mil
% of Portfolio
3.9%
Total Estimate Gain
$13.06 Mil
% of Total Estimate Gain
200.19%

Union Heritage Capital, LLC's Oracle Corp Holding Summary

As of 2025-03-31, Union Heritage Capital, LLC held 74,887.00 shares of Oracle Corp(ORCL), totaling $10.47 Mil. This investment constitutes 3.9% of their stock portfolio, and Union Heritage Capital, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2021Q1. And since then Union Heritage Capital, LLC has made 2 purchases of ORCL, at an average price of $71.43, for a total of 91,297.00 shares. In addition, there have been 2 sales at an average price of $88.85 for 16,410.00 shares. Based on historical transaction data and ORCL's current price of $241.96, Union Heritage Capital, LLC's estimated gain on his ORCL holdings is $13.06 Mil, reflecting a 200.19% gain to date.

Union Heritage Capital, LLC ORCL ($241.96) Holding Chart

Union Heritage Capital, LLC ORCL ($241.96) 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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