Number of Shares
50,220.00
Current Holdings Value*
$7.08 Mil
% of Portfolio
7.61%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
12.09%

Charles Carroll Financial Partners, LLC's Alphabet Inc Holding Summary

As of 2023-12-31, Charles Carroll Financial Partners, LLC held 50,220.00 shares of Alphabet Inc(GOOG), totaling $7.08 Mil. This investment constitutes 7.61% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding Alphabet Inc(GOOG) stock.

The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 4 purchases of GOOG, at an average price of $142.89, for a total of 74,555.00 shares. In addition, there have been 4 sales at an average price of $97.49 for 24,335.00 shares. Based on historical transaction data and GOOG's current price of $190.55, Charles Carroll Financial Partners, LLC's estimated gain on his GOOG holdings is $1.29 Mil, reflecting a 12.09% gain to date.

Charles Carroll Financial Partners, LLC GOOG ($190.55) Holding Chart

Charles Carroll Financial Partners, LLC GOOG ($190.55) 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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