Number of Shares
12,654.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
1.66%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
83.08%

Wallace Advisory Group, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Wallace Advisory Group, LLC held 12,654.00 shares of Alphabet Inc(GOOGL), totaling $2.40 Mil. This investment constitutes 1.66% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2022Q4. And since then Wallace Advisory Group, LLC has made 2 purchases of GOOGL, at an average price of $96.47, for a total of 16,426.00 shares. In addition, there have been 6 sales at an average price of $148.26 for 3,772.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, Wallace Advisory Group, LLC's estimated gain on his GOOGL holdings is $1.32 Mil, reflecting a 83.08% gain to date.

Wallace Advisory Group, LLC GOOGL ($185.06) Holding Chart

Wallace Advisory Group, 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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