AWA
Acorn Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $350K | Buy |
1,972
+15
| +0.8% | +$2.66K | 0.13% | 156 |
|
2025
Q1 | $306K | Buy |
1,957
+15
| +0.8% | +$2.34K | 0.13% | 165 |
|
2024
Q4 | $370K | Sell |
1,942
-151
| -7% | -$28.8K | 0.15% | 132 |
|
2024
Q3 | $350K | Buy |
2,093
+111
| +6% | +$18.6K | 0.15% | 141 |
|
2024
Q2 | $363K | Buy |
1,982
+89
| +5% | +$16.3K | 0.18% | 118 |
|
2024
Q1 | $288K | Hold |
1,893
| – | – | 0.15% | 144 |
|
2023
Q4 | $267K | Hold |
1,893
| – | – | 0.16% | 146 |
|
2023
Q3 | $250K | Buy |
1,893
+25
| +1% | +$3.3K | 0.17% | 144 |
|
2023
Q2 | $226K | Buy |
+1,868
| New | +$226K | 0.15% | 157 |
|
2022
Q2 | – | Sell |
-89
| Closed | -$249K | – | 169 |
|
2022
Q1 | $249K | Sell |
89
-2
| -2% | -$5.6K | 0.17% | 146 |
|
2021
Q4 | $263K | Hold |
91
| – | – | 0.17% | 140 |
|
2021
Q3 | $243K | Hold |
91
| – | – | 0.17% | 143 |
|
2021
Q2 | $228K | Buy |
+91
| New | +$228K | 0.16% | 150 |
|
2018
Q3 | – | Sell |
-99
| Closed | -$112K | – | 250 |
|
2018
Q2 | $112K | Hold |
99
| – | – | 0.1% | 165 |
|
2018
Q1 | $102K | Sell |
99
-24
| -20% | -$24.7K | 0.09% | 176 |
|
2017
Q4 | $136K | Buy |
+123
| New | +$136K | 0.12% | 138 |
|