Roberts Wealth Advisors, LLC GOOG Holdings History
Roberts Wealth Advisors, LLC's Alphabet Inc Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 82,156.00 shares of Alphabet Inc(GOOG), totaling $12.84 Mil. This investment constitutes 3.96% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0% of the outstanding Alphabet Inc(GOOG) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 9 purchases of GOOG, at an average price of $136.64, for a total of 86,200.00 shares. In addition, there have been 5 sales at an average price of $139.01 for 4,044.00 shares. Based on historical transaction data and GOOG's current price of $185.94, Roberts Wealth Advisors, LLC's estimated gain on his GOOG holdings is $4.06 Mil, reflecting a 34.46% gain to date.
Roberts Wealth Advisors, LLC GOOG ($185.94) Holding Chart
Roberts Wealth Advisors, LLC GOOG ($185.94) 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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