Bernard Wealth Management Corp. GOOGL Holdings History
Number of Shares
23,543.00
Current Holdings Value*
$4.15 Mil
% of Portfolio
1.92%
Total Estimate Gain
$566,419.03
% of Total Estimate Gain
6.33%
Bernard Wealth Management Corp.'s Alphabet Inc Holding Summary
As of 2025-06-30, Bernard Wealth Management Corp. held 23,543.00 shares of Alphabet Inc(GOOGL), totaling $4.15 Mil. This investment constitutes 1.92% 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 2 sales at an average price of $181.07 for 27,576.00 shares. Based on historical transaction data and GOOGL's current price of $192.17, Bernard Wealth Management Corp.'s estimated gain on his GOOGL holdings is $566,419.03, reflecting a 6.33% gain to date.
Bernard Wealth Management Corp. GOOGL ($192.17) Holding Chart
Bernard Wealth Management Corp. GOOGL ($192.17) 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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