Number of Shares
203,600.00
Current Holdings Value*
$14.96 Mil
% of Portfolio
3.78%
Total Estimate Gain
$26.06 Mil
% of Total Estimate Gain
204.09%

Lucia Wealth Services, LLC's Alphabet Inc Holding Summary

As of 2020-09-30, Lucia Wealth Services, LLC held 203,600.00 shares of Alphabet Inc(GOOG), totaling $14.96 Mil. This investment constitutes 3.78% of their stock portfolio, and Lucia Wealth Services, LLC now holds 0% of the outstanding Alphabet Inc(GOOG) stock.

The initial trade took place in 2018Q2. And since then Lucia Wealth Services, LLC has made 8 purchases of GOOG, at an average price of $57.57, for a total of 221,820.00 shares. In addition, there have been 2 sales at an average price of $53.54 for 18,220.00 shares. Based on historical transaction data and GOOG's current price of $185.94, Lucia Wealth Services, LLC's estimated gain on his GOOG holdings is $26.06 Mil, reflecting a 204.09% gain to date.

Lucia Wealth Services, LLC GOOG ($185.94) Holding Chart

Lucia Wealth Services, 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