Number of Shares
65,266.00
Current Holdings Value*
$10.09 Mil
% of Portfolio
4.24%
Total Estimate Gain
$4.44 Mil
% of Total Estimate Gain
30.56%

Jessup Wealth Management, Inc's Alphabet Inc Holding Summary

As of 2025-03-31, Jessup Wealth Management, Inc held 65,266.00 shares of Alphabet Inc(GOOGL), totaling $10.09 Mil. This investment constitutes 4.24% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2022Q4. And since then Jessup Wealth Management, Inc has made 5 purchases of GOOGL, at an average price of $127.77, for a total of 113,674.00 shares. In addition, there have been 4 sales at an average price of $142.20 for 48,408.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, Jessup Wealth Management, Inc's estimated gain on his GOOGL holdings is $4.44 Mil, reflecting a 30.56% gain to date.

Jessup Wealth Management, Inc GOOGL ($185.06) Holding Chart

Jessup Wealth Management, Inc 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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