Number of Shares
91,018.00
Current Holdings Value*
$14.22 Mil
% of Portfolio
2.3%
Total Estimate Gain
$9.90 Mil
% of Total Estimate Gain
108.95%

Live Oak Private Wealth LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Live Oak Private Wealth LLC held 91,018.00 shares of Alphabet Inc(GOOG), totaling $14.22 Mil. This investment constitutes 2.3% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0% of the outstanding Alphabet Inc(GOOG) stock.

The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 11 purchases of GOOG, at an average price of $84.56, for a total of 107,431.00 shares. In addition, there have been 10 sales at an average price of $125.35 for 16,413.00 shares. Based on historical transaction data and GOOG's current price of $185.94, Live Oak Private Wealth LLC's estimated gain on his GOOG holdings is $9.90 Mil, reflecting a 108.95% gain to date.

Live Oak Private Wealth LLC GOOG ($185.94) Holding Chart

Live Oak Private Wealth LLC GOOG ($185.94) 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 %

Top Ranked Articles

  • 1