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 11,140 shares of GOOGL stock, worth $2.18 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
11,140
Previous 11,110 0.27%
Holding current value
$2.18 Million
Previous $2.02 Million 8.7%
% of portfolio
0.62%
Previous 0.72%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$148.65 - $191.18 $4,459 - $5,735
30 Added 0.27%
11,140 $1.85 Million
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
4,973
Shares Held
4.2B
Call Options Held
71.6M
Put Options Held
96.8M
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 $1.17T
More about GOOGL
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