Number of Shares
57,151.00
Current Holdings Value*
$8.84 Mil
% of Portfolio
1.79%
Total Estimate Gain
$7.24 Mil
% of Total Estimate Gain
138.58%

PERSONAL CFO SOLUTIONS, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 57,151.00 shares of Alphabet Inc(GOOGL), totaling $8.84 Mil. This investment constitutes 1.79% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2019Q3. And since then PERSONAL CFO SOLUTIONS, LLC has made 13 purchases of GOOGL, at an average price of $72.08, for a total of 72,438.00 shares. In addition, there have been 9 sales at an average price of $122.98 for 15,287.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his GOOGL holdings is $7.24 Mil, reflecting a 138.58% gain to date.

PERSONAL CFO SOLUTIONS, LLC GOOGL ($185.06) Holding Chart

PERSONAL CFO SOLUTIONS, LLC GOOGL ($185.06) 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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