Number of Shares
58,806.00
Current Holdings Value*
$9.09 Mil
% of Portfolio
3.55%
Total Estimate Gain
$7.68 Mil
% of Total Estimate Gain
120.59%

Bell & Brown Wealth Advisors, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 58,806.00 shares of Alphabet Inc(GOOGL), totaling $9.09 Mil. This investment constitutes 3.55% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2018Q2. And since then Bell & Brown Wealth Advisors, LLC has made 7 purchases of GOOGL, at an average price of $65.63, for a total of 97,020.00 shares. In addition, there have been 14 sales at an average price of $82.79 for 38,214.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, Bell & Brown Wealth Advisors, LLC's estimated gain on his GOOGL holdings is $7.68 Mil, reflecting a 120.59% gain to date.

Bell & Brown Wealth Advisors, LLC GOOGL ($185.06) Holding Chart

Bell & Brown Wealth Advisors, LLC GOOGL ($185.06) 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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