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 5,004 shares of GOOG stock, worth $843,224. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,004
Previous 6,669 24.97%
Holding current value
$843,224
Previous $1.02 Million 9.66%
% of portfolio
0.33%
Previous 0.38%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Alphabet Inc.


  • Ticker GOOG
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Internet Content & Information
  • Shares Outstandng 6,086,000,128
  • Market Cap $1.03T
  • 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
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.