Number of Shares
51,267.00
Current Holdings Value*
$9.70 Mil
% of Portfolio
1.36%
Total Estimate Gain
$7.25 Mil
% of Total Estimate Gain
160.71%

TrinityPoint Wealth, LLC's Alphabet Inc Holding Summary

As of 2024-12-31, TrinityPoint Wealth, LLC held 51,267.00 shares of Alphabet Inc(GOOGL), totaling $9.70 Mil. This investment constitutes 1.36% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2018Q4. And since then TrinityPoint Wealth, LLC has made 13 purchases of GOOGL, at an average price of $66.34, for a total of 67,957.00 shares. In addition, there have been 11 sales at an average price of $135.80 for 16,690.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, TrinityPoint Wealth, LLC's estimated gain on his GOOGL holdings is $7.25 Mil, reflecting a 160.71% gain to date.

TrinityPoint Wealth, LLC GOOGL ($185.06) Holding Chart

TrinityPoint Wealth, LLC 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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