Number of Shares
262,899.00
Current Holdings Value*
$41.94 Mil
% of Portfolio
16.36%
Total Estimate Gain
$7.14 Mil
% of Total Estimate Gain
14.95%

PALO ALTO WEALTH ADVISORS, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 262,899.00 shares of Alphabet Inc(GOOGL), totaling $41.94 Mil. This investment constitutes 16.36% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 3 purchases of GOOGL, at an average price of $144.50, for a total of 330,411.00 shares. In addition, there have been 5 sales at an average price of $121.05 for 67,512.00 shares. Based on historical transaction data and GOOGL's current price of $177.66, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his GOOGL holdings is $7.14 Mil, reflecting a 14.95% gain to date.

PALO ALTO WEALTH ADVISORS, LLC GOOGL ($177.66) Holding Chart

PALO ALTO WEALTH ADVISORS, LLC GOOGL ($177.66) 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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