Number of Shares
109,037.00
Current Holdings Value*
$16.52 Mil
% of Portfolio
4.24%
Total Estimate Gain
$5.91 Mil
% of Total Estimate Gain
30.53%

Canvas Wealth Advisors, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Canvas Wealth Advisors, LLC held 109,037.00 shares of Alphabet Inc(GOOGL), totaling $16.52 Mil. This investment constitutes 4.24% of their stock portfolio, and Canvas Wealth Advisors, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2021Q1. And since then Canvas Wealth Advisors, LLC has made 10 purchases of GOOGL, at an average price of $121.28, for a total of 159,636.00 shares. In addition, there have been 6 sales at an average price of $117.45 for 50,599.00 shares. Based on historical transaction data and GOOGL's current price of $177.26, Canvas Wealth Advisors, LLC's estimated gain on his GOOGL holdings is $5.91 Mil, reflecting a 30.53% gain to date.

Canvas Wealth Advisors, LLC GOOGL ($177.26) Holding Chart

Canvas Wealth Advisors, LLC GOOGL ($177.26) 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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