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 $1.89 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

11,110

Previous 11,210 0.89%

Holding current value

$1.89 Million

Previous $1.69 Million 19.63%

% of portfolio

0.72%

Previous 0.63%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,939

Shares Held

4.36B

Call Options Held

63.6M

Put Options Held

67M

View Full List

About Alphabet Inc.

Ticker GOOGL
Exchange NASDAQ
Sector Communication Services
Industry Internet Content & Information
Shares Outstandng 5,973,000,192
Market Cap $1.02T

More about GOOGL

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