Number of Shares
12,077.00
Current Holdings Value*
$2.13 Mil
% of Portfolio
1.11%
Total Estimate Gain
$215,766.18
% of Total Estimate Gain
10.63%

Old North State Wealth Management, LLC's Alphabet Inc Holding Summary

As of 2025-06-30, Old North State Wealth Management, LLC held 12,077.00 shares of Alphabet Inc(GOOGL), totaling $2.13 Mil. This investment constitutes 1.11% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2023Q4. And since then Old North State Wealth Management, LLC has made 6 purchases of GOOGL, at an average price of $167.21, for a total of 12,138.00 shares. In addition, there have been 1 sales at an average price of $168.57 for 61.00 shares. Based on historical transaction data and GOOGL's current price of $185.07, Old North State Wealth Management, LLC's estimated gain on his GOOGL holdings is $215,766.18, reflecting a 10.63% gain to date.

Old North State Wealth Management, LLC GOOGL ($185.07) Holding Chart

Old North State Wealth Management, LLC GOOGL ($185.07) 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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