AWA
Acorn Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $672K | Buy |
3,811
+17
| +0.4% | +$3K | 0.25% | 87 |
|
2025
Q1 | $587K | Sell |
3,794
-393
| -9% | -$60.8K | 0.24% | 89 |
|
2024
Q4 | $793K | Sell |
4,187
-128
| -3% | -$24.2K | 0.33% | 65 |
|
2024
Q3 | $716K | Buy |
4,315
+390
| +10% | +$64.7K | 0.31% | 72 |
|
2024
Q2 | $715K | Buy |
3,925
+1,104
| +39% | +$201K | 0.35% | 64 |
|
2024
Q1 | $426K | Hold |
2,821
| – | – | 0.22% | 94 |
|
2023
Q4 | $394K | Sell |
2,821
-18
| -0.6% | -$2.51K | 0.23% | 96 |
|
2023
Q3 | $372K | Buy |
2,839
+26
| +0.9% | +$3.4K | 0.25% | 94 |
|
2023
Q2 | $337K | Hold |
2,813
| – | – | 0.23% | 106 |
|
2023
Q1 | $292K | Buy |
2,813
+66
| +2% | +$6.85K | 0.22% | 115 |
|
2022
Q4 | $242K | Buy |
2,747
+17
| +0.6% | +$1.5K | 0.19% | 128 |
|
2022
Q3 | $261K | Buy |
2,730
+2,597
| +1,953% | +$248K | 0.21% | 116 |
|
2022
Q2 | $290K | Hold |
133
| – | – | 0.23% | 118 |
|
2022
Q1 | $370K | Hold |
133
| – | – | 0.25% | 103 |
|
2021
Q4 | $385K | Hold |
133
| – | – | 0.24% | 100 |
|
2021
Q3 | $356K | Buy |
133
+11
| +9% | +$29.4K | 0.25% | 102 |
|
2021
Q2 | $298K | Buy |
122
+18
| +17% | +$44K | 0.21% | 118 |
|
2021
Q1 | $215K | Buy |
+104
| New | +$215K | 0.15% | 150 |
|
2018
Q3 | – | Sell |
-82
| Closed | -$94K | – | 251 |
|
2018
Q2 | $94K | Hold |
82
| – | – | 0.08% | 186 |
|
2018
Q1 | $84K | Hold |
82
| – | – | 0.07% | 190 |
|
2017
Q4 | $92K | Buy |
+82
| New | +$92K | 0.08% | 180 |
|