Number of Shares
40,425.00
Current Holdings Value*
$8.84 Mil
% of Portfolio
2.61%
Total Estimate Gain
$6.94 Mil
% of Total Estimate Gain
227.67%

West Branch Capital LLC's Oracle Corp Holding Summary

As of 2025-06-30, West Branch Capital LLC held 40,425.00 shares of Oracle Corp(ORCL), totaling $8.84 Mil. This investment constitutes 2.61% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2018Q2. And since then West Branch Capital LLC has made 18 purchases of ORCL, at an average price of $70.07, for a total of 43,474.00 shares. In addition, there have been 6 sales at an average price of $66.43 for 3,049.00 shares. Based on historical transaction data and ORCL's current price of $241.90, West Branch Capital LLC's estimated gain on his ORCL holdings is $6.94 Mil, reflecting a 227.67% gain to date.

West Branch Capital LLC ORCL ($241.90) Holding Chart

West Branch Capital LLC ORCL ($241.90) 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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