Number of Shares
23,997.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
1.81%
Total Estimate Gain
$534,778.09
% of Total Estimate Gain
5.97%

Bernard Wealth Management Corp.'s Alphabet Inc Holding Summary

As of 2025-03-31, Bernard Wealth Management Corp. held 23,997.00 shares of Alphabet Inc(GOOGL), totaling $3.71 Mil. This investment constitutes 1.81% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $181.36 for 27,122.00 shares. Based on historical transaction data and GOOGL's current price of $190.31, Bernard Wealth Management Corp.'s estimated gain on his GOOGL holdings is $534,778.09, reflecting a 5.97% gain to date.

Bernard Wealth Management Corp. GOOGL ($190.31) Holding Chart

Bernard Wealth Management Corp. GOOGL ($190.31) 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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