Number of Shares
56,207.00
Current Holdings Value*
$8.93 Mil
% of Portfolio
1.88%
Total Estimate Gain
$19.37 Mil
% of Total Estimate Gain
82.07%

Disciplined U.S. Equity Portfolio's Alphabet Inc Holding Summary

As of 2025-04-30, Disciplined U.S. Equity Portfolio held 56,207.00 shares of Alphabet Inc(GOOGL), totaling $8.93 Mil. This investment constitutes 1.88% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2019Q4. And since then Disciplined U.S. Equity Portfolio has made 1 purchases of GOOGL, at an average price of $63.97, for a total of 369,020.00 shares. In addition, there have been 11 sales at an average price of $104.14 for 312,813.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, Disciplined U.S. Equity Portfolio's estimated gain on his GOOGL holdings is $19.37 Mil, reflecting a 82.07% gain to date.

Disciplined U.S. Equity Portfolio GOOGL ($185.06) Holding Chart

Disciplined U.S. Equity Portfolio GOOGL ($185.06) 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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