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 %

Top Ranked Articles

  • 1