Number of Shares
186,997.00
Current Holdings Value*
$9.04 Mil
% of Portfolio
2.29%
Total Estimate Gain
$35.95 Mil
% of Total Estimate Gain
317.80%

Willingdon Wealth Management's Oracle Corp Holding Summary

As of 2020-03-31, Willingdon Wealth Management held 186,997.00 shares of Oracle Corp(ORCL), totaling $9.04 Mil. This investment constitutes 2.29% of their stock portfolio, and Willingdon Wealth Management now holds 0.01% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2014Q1. And since then Willingdon Wealth Management has made 10 purchases of ORCL, at an average price of $48.20, for a total of 234,667.00 shares. In addition, there have been 3 sales at an average price of $42.41 for 47,670.00 shares. Based on historical transaction data and ORCL's current price of $241.90, Willingdon Wealth Management's estimated gain on his ORCL holdings is $35.95 Mil, reflecting a 317.80% gain to date.

Willingdon Wealth Management ORCL ($241.90) Holding Chart

Willingdon Wealth Management 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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