Number of Shares
56,152.00
Current Holdings Value*
$9.96 Mil
% of Portfolio
1.37%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
24.93%

Occidental Asset Management, LLC's Alphabet Inc Holding Summary

As of 2025-06-30, Occidental Asset Management, LLC held 56,152.00 shares of Alphabet Inc(GOOG), totaling $9.96 Mil. This investment constitutes 1.37% of their stock portfolio, and Occidental Asset Management, LLC now holds 0% of the outstanding Alphabet Inc(GOOG) stock.

The initial trade took place in 2018Q2. And since then Occidental Asset Management, LLC has made 17 purchases of GOOG, at an average price of $143.81, for a total of 59,552.00 shares. In addition, there have been 8 sales at an average price of $111.69 for 3,400.00 shares. Based on historical transaction data and GOOG's current price of $183.77, Occidental Asset Management, LLC's estimated gain on his GOOG holdings is $2.13 Mil, reflecting a 24.93% gain to date.

Occidental Asset Management, LLC GOOG ($183.77) Holding Chart

Occidental Asset Management, LLC GOOG ($183.77) 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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