Number of Shares
19,405.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
4.97%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
23.99%

One Wealth Management Investment & Advisory Services, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 19,405.00 shares of Alphabet Inc(GOOGL), totaling $3.00 Mil. This investment constitutes 4.97% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 1 purchases of GOOGL, at an average price of $134.62, for a total of 42,195.00 shares. In addition, there have been 4 sales at an average price of $152.71 for 22,790.00 shares. Based on historical transaction data and GOOGL's current price of $183.58, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his GOOGL holdings is $1.36 Mil, reflecting a 23.99% gain to date.

One Wealth Management Investment & Advisory Services, LLC GOOGL ($183.58) Holding Chart

One Wealth Management Investment & Advisory Services, LLC GOOGL ($183.58) 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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