Number of Shares
30,338.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
2.18%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
25.84%

Paragon Private Wealth Management, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Paragon Private Wealth Management, LLC held 30,338.00 shares of Alphabet Inc(GOOGL), totaling $4.69 Mil. This investment constitutes 2.18% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2021Q4. And since then Paragon Private Wealth Management, LLC has made 9 purchases of GOOGL, at an average price of $145.06, for a total of 33,304.00 shares. In addition, there have been 3 sales at an average price of $105.28 for 2,966.00 shares. Based on historical transaction data and GOOGL's current price of $190.10, Paragon Private Wealth Management, LLC's estimated gain on his GOOGL holdings is $1.25 Mil, reflecting a 25.84% gain to date.

Paragon Private Wealth Management, LLC GOOGL ($190.10) Holding Chart

Paragon Private Wealth Management, LLC GOOGL ($190.10) 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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