Number of Shares
132,581.00
Current Holdings Value*
$20.71 Mil
% of Portfolio
0.34%
Total Estimate Gain
$3.24 Mil
% of Total Estimate Gain
13.78%

Forum Financial Management, LP's Alphabet Inc Holding Summary

As of 2025-03-31, Forum Financial Management, LP held 132,581.00 shares of Alphabet Inc(GOOG), totaling $20.71 Mil. This investment constitutes 0.34% of their stock portfolio, and Forum Financial Management, LP now holds 0% of the outstanding Alphabet Inc(GOOG) stock.

The initial trade took place in 2021Q4. And since then Forum Financial Management, LP has made 7 purchases of GOOG, at an average price of $154.11, for a total of 152,591.00 shares. In addition, there have been 6 sales at an average price of $153.16 for 20,010.00 shares. Based on historical transaction data and GOOG's current price of $178.70, Forum Financial Management, LP's estimated gain on his GOOG holdings is $3.24 Mil, reflecting a 13.78% gain to date.

Forum Financial Management, LP GOOG ($178.70) Holding Chart

Forum Financial Management, LP GOOG ($178.70) 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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