Number of Shares
173,395.00
Current Holdings Value*
$26.81 Mil
% of Portfolio
3.38%
Total Estimate Gain
$13.20 Mil
% of Total Estimate Gain
35.15%

Synergy Asset Management, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Synergy Asset Management, LLC held 173,395.00 shares of Alphabet Inc(GOOGL), totaling $26.81 Mil. This investment constitutes 3.38% of their stock portfolio, and Synergy Asset Management, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2020Q4. And since then Synergy Asset Management, LLC has made 9 purchases of GOOGL, at an average price of $115.98, for a total of 323,860.00 shares. In addition, there have been 8 sales at an average price of $127.64 for 150,465.00 shares. Based on historical transaction data and GOOGL's current price of $182.00, Synergy Asset Management, LLC's estimated gain on his GOOGL holdings is $13.20 Mil, reflecting a 35.15% gain to date.

Synergy Asset Management, LLC GOOGL ($182.00) Holding Chart

Synergy Asset Management, LLC GOOGL ($182.00) 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 %

Top Ranked Articles

  • 1