Summit Wealth & Retirement Planning, Inc. Alphabet Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Alphabet Inc. stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 5,164 shares of GOOG stock, worth $1.02 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,164

Previous 5,004 3.2%

Holding current value

$1.02 Million

Previous $917,000 5.89%

% of portfolio

0.29%

Previous 0.33%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$149.54 - $192.66 $23,926 - $30,825	160 Added 3.2%	5,164 $863,000
Q2 2024 Aug 06, 2024	SELL	$151.94 - $186.86 $252,980 - $311,121	-1,665 Reduced 24.97%	5,004 $917,000
Q1 2024 May 09, 2024	BUY	$132.56 - $154.84 $7,953 - $9,290	60 Added 0.91%	6,669 $1.02 Million
Q4 2023 Feb 01, 2024	SELL	$123.4 - $142.82 $123 - $142	-1 Reduced 0.02%	6,609 $931,000
Q3 2023 Oct 25, 2023	SELL	$116.87 - $138.99 $80,640 - $95,903	-690 Reduced 9.45%	6,610 $871,000
Q2 2023 Jul 26, 2023	BUY	$104.45 - $127.91 $419,889 - $514,198	4,020 Added 122.56%	7,300 $883,000
Q1 2023 May 11, 2023	SELL	$86.77 - $108.8 $17,354 - $21,760	-200 Reduced 5.75%	3,280 $341,000
Q3 2022 Nov 10, 2022	BUY	$0.0 - $122.88 $0 - $406,241	3,306 Added 1900.0%	3,480 $335,000
Q2 2022 Aug 02, 2022	BUY	$105.84 - $143.64 $8,996 - $12,209	85 Added 95.51%	174 $381,000
Q1 2022 May 12, 2022	SELL	$126.46 - $148.04 $5,437 - $6,365	-43 Reduced 32.58%	89 $249,000
Q4 2021 Feb 03, 2022	SELL	$133.76 - $150.71 $3,477 - $3,918	-26 Reduced 16.46%	132 $382,000
Q3 2021 Nov 12, 2021	SELL	$126.37 - $145.84 $3,917 - $4,521	-31 Reduced 16.4%	158 $421,000
Q2 2021 Aug 13, 2021	SELL	$106.89 - $127.28 $13,468 - $16,037	-126 Reduced 40.0%	189 $474,000
Q1 2021 May 10, 2021	SELL	$86.41 - $106.42 $4,320 - $5,321	-50 Reduced 13.7%	315 $652,000
Q4 2020 Feb 09, 2021	SELL	$72.67 - $91.4 $1,526 - $1,919	-21 Reduced 5.44%	365 $639,000
Q3 2020 Nov 10, 2020	SELL	$70.76 - $86.41 $353 - $432	-5 Reduced 1.28%	386 $567,000
Q2 2020 Aug 13, 2020	BUY	$54.89 - $73.29 $219 - $293	4 Added 1.03%	391 $553,000
Q1 2020 May 11, 2020	BUY	$52.83 - $76.33 $6,920 - $9,999	131 Added 51.17%	387 $450,000
Q4 2019 Feb 10, 2020	SELL	$58.83 - $68.06 $176 - $204	-3 Reduced 1.16%	256 $342,000
Q1 2019 May 08, 2019	BUY	$50.8 - $61.58 $2,489 - $3,017	49 Added 23.33%	259 $304,000
Q4 2018 Feb 08, 2019	BUY	$48.81 - $60.15 $10,250 - $12,631	210 New	210 $217,000

Others Institutions Holding GOOG

# of Institutions

4,501

Shares Held

3.14B

Call Options Held

38.8M

Put Options Held

40.5M

View Full List

About Alphabet Inc.

Ticker GOOG
Exchange NASDAQ
Sector Communication Services
Industry Internet Content & Information
Shares Outstandng 6,086,000,128
Market Cap $1.2T
Description
Alphabet Inc. provides various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment offers products and services, including ads, Android, Chrome, hardware, Gmail, Google Dri...

More about GOOG

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Summit Wealth & Retirement Planning, Inc. Alphabet Inc. Transaction History