Plumb Balanced Fund GOOGL Holdings History

Number of Shares
11,500.00
Current Holdings Value*
$1.78 Mil
% of Portfolio
4.82%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
97.62%

Plumb Balanced Fund's Alphabet Inc Holding Summary

As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 11,500.00 shares of Alphabet Inc(GOOGL), totaling $1.78 Mil. This investment constitutes 4.82% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 4 purchases of GOOGL, at an average price of $69.66, for a total of 43,000.00 shares. In addition, there have been 8 sales at an average price of $121.12 for 31,500.00 shares. Based on historical transaction data and GOOGL's current price of $182.97, Plumb Balanced Fund's estimated gain on his GOOGL holdings is $2.92 Mil, reflecting a 97.62% gain to date.

Plumb Balanced Fund GOOGL ($182.97) Holding Chart

Plumb Balanced Fund GOOGL ($182.97) 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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