Number of Shares
8,718.00
Current Holdings Value*
$1.35 Mil
% of Portfolio
1.17%
Total Estimate Gain
$144,645.04
% of Total Estimate Gain
9.78%

Shum Financial Group, Inc.'s Alphabet Inc Holding Summary

As of 2025-03-31, Shum Financial Group, Inc. held 8,718.00 shares of Alphabet Inc(GOOGL), totaling $1.35 Mil. This investment constitutes 1.17% of their stock portfolio, and Shum Financial Group, Inc. now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 1 purchases of GOOGL, at an average price of $168.51, for a total of 8,773.00 shares. In addition, there have been 1 sales at an average price of $175.10 for 55.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, Shum Financial Group, Inc.'s estimated gain on his GOOGL holdings is $144,645.04, reflecting a 9.78% gain to date.

Shum Financial Group, Inc. GOOGL ($185.06) Holding Chart

Shum Financial Group, Inc. 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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