Number of Shares
135,952.00
Current Holdings Value*
$21.02 Mil
% of Portfolio
0.35%
Total Estimate Gain
$3.44 Mil
% of Total Estimate Gain
15.73%

Forum Financial Management, LP's Alphabet Inc Holding Summary

As of 2025-03-31, Forum Financial Management, LP held 135,952.00 shares of Alphabet Inc(GOOGL), totaling $21.02 Mil. This investment constitutes 0.35% of their stock portfolio, and Forum Financial Management, LP now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2021Q4. And since then Forum Financial Management, LP has made 9 purchases of GOOGL, at an average price of $152.90, for a total of 143,168.00 shares. In addition, there have been 4 sales at an average price of $115.91 for 7,216.00 shares. Based on historical transaction data and GOOGL's current price of $180.19, Forum Financial Management, LP's estimated gain on his GOOGL holdings is $3.44 Mil, reflecting a 15.73% gain to date.

Forum Financial Management, LP GOOGL ($180.19) Holding Chart

Forum Financial Management, LP GOOGL ($180.19) 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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