WealthPlan Investment Management, LLC GOOG Holdings History
WealthPlan Investment Management, LLC's Alphabet Inc Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 108,031.00 shares of Alphabet Inc(GOOG), totaling $16.88 Mil. This investment constitutes 1.66% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0% of the outstanding Alphabet Inc(GOOG) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 7 purchases of GOOG, at an average price of $139.03, for a total of 202,556.00 shares. In addition, there have been 4 sales at an average price of $104.18 for 94,525.00 shares. Based on historical transaction data and GOOG's current price of $180.55, WealthPlan Investment Management, LLC's estimated gain on his GOOG holdings is $1.19 Mil, reflecting a 4.23% gain to date.
WealthPlan Investment Management, LLC GOOG ($180.55) Holding Chart
WealthPlan Investment Management, LLC GOOG ($180.55) 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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