Number of Shares
1,579.00
Current Holdings Value*
$244,180.00
% of Portfolio
0.04%
Total Estimate Gain
$198,156.42
% of Total Estimate Gain
22.94%

Geometric Wealth Advisors's Alphabet Inc Holding Summary

As of 2025-03-31, Geometric Wealth Advisors held 1,579.00 shares of Alphabet Inc(GOOGL), totaling $244,180.00. This investment constitutes 0.04% of their stock portfolio, and Geometric Wealth Advisors now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2021Q4. And since then Geometric Wealth Advisors has made 6 purchases of GOOGL, at an average price of $147.41, for a total of 5,859.00 shares. In addition, there have been 3 sales at an average price of $180.59 for 4,280.00 shares. Based on historical transaction data and GOOGL's current price of $182.97, Geometric Wealth Advisors's estimated gain on his GOOGL holdings is $198,156.42, reflecting a 22.94% gain to date.

Geometric Wealth Advisors GOOGL ($182.97) Holding Chart

Geometric Wealth Advisors GOOGL ($182.97) 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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