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

Summit Wealth & Retirement Planning, Inc.

  • $281 Million
  • Q2 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 11,110 shares of GOOGL stock, worth $1.86 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
11,110
Previous 11,210 0.89%
Holding current value
$1.86 Million
Previous $1.69 Million 19.63%
% of portfolio
0.72%
Previous 0.63%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$150.53 - $185.41 $15,053 - $18,541
-100 Reduced 0.89%
11,110 $2.02 Million
Q1 2024

May 09, 2024
BUY
$131.4 - $153.51 $635,450 - $742,374
4,836 Added 75.87%
11,210 $1.69 Million
Q4 2023

Feb 01, 2024
SELL
$122.17 - $141.52 $8,551 - $9,906
-70 Reduced 1.09%
6,374 $890,000
Q3 2023

Oct 25, 2023
SELL
$116.45 - $138.21 $165,359 - $196,258
-1,420 Reduced 18.06%
6,444 $843,000
Q2 2023

Jul 26, 2023
SELL
$103.71 - $127.31 $300,759 - $369,199
-2,900 Reduced 26.94%
7,864 $941,000
Q1 2023

May 11, 2023
SELL
$86.2 - $107.74 $190,329 - $237,889
-2,208 Reduced 17.02%
10,764 $1.12 Million
Q4 2022

Feb 09, 2023
BUY
$83.43 - $104.48 $10,011 - $12,537
120 Added 0.93%
12,972 $1.15 Million
Q3 2022

Nov 10, 2022
BUY
$95.65 - $122.08 $1.17 Million - $1.49 Million
12,211 Added 1904.99%
12,852 $1.23 Million
Q2 2022

Aug 02, 2022
BUY
$105.81 - $142.97 $8,041 - $10,865
76 Added 13.45%
641 $1.4 Million
Q1 2022

May 12, 2022
SELL
$125.95 - $148.0 $8,312 - $9,768
-66 Reduced 10.46%
565 $1.57 Million
Q4 2021

Feb 03, 2022
SELL
$133.66 - $149.84 $801 - $899
-6 Reduced 0.94%
631 $1.83 Million
Q2 2021

Aug 13, 2021
SELL
$106.49 - $122.54 $21,830 - $25,120
-205 Reduced 24.35%
637 $1.56 Million
Q1 2021

May 10, 2021
SELL
$86.14 - $105.93 $4,479 - $5,508
-52 Reduced 5.82%
842 $1.74 Million
Q4 2020

Feb 09, 2021
SELL
$72.55 - $91.25 $652 - $821
-9 Reduced 1.0%
894 $1.57 Million
Q3 2020

Nov 10, 2020
SELL
$70.47 - $85.87 $4,580 - $5,581
-65 Reduced 6.71%
903 $1.32 Million
Q2 2020

Aug 13, 2020
SELL
$54.63 - $73.24 $15,023 - $20,141
-275 Reduced 22.12%
968 $1.37 Million
Q1 2020

May 11, 2020
BUY
$52.71 - $76.24 $7,326 - $10,597
139 Added 12.59%
1,243 $1.44 Million
Q4 2019

Feb 10, 2020
SELL
$58.9 - $68.12 $3,710 - $4,291
-63 Reduced 5.4%
1,104 $1.48 Million
Q3 2019

Nov 12, 2019
SELL
$55.0 - $62.3 $330 - $373
-6 Reduced 0.51%
1,167 $1.43 Million
Q2 2019

Aug 06, 2019
SELL
$51.94 - $64.81 $3,739 - $4,666
-72 Reduced 5.78%
1,173 $1.27 Million
Q4 2018

Feb 08, 2019
BUY
$49.23 - $60.58 $61,291 - $75,422
1,245 New
1,245 $1.3 Million

Others Institutions Holding GOOGL

# of Institutions
4,947
Shares Held
4.35B
Call Options Held
62.8M
Put Options Held
67M
View Full List

About Alphabet Inc.

GOOGL Quotes by TradingView
  • Ticker GOOGL
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Internet Content & Information
  • Shares Outstandng 5,973,000,192
  • Market Cap $998B
More about GOOGL
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.

Choose your preferred platform and Sign Up 👇 Telegram Email