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Avantax Planning Partners’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
9,682
+490
| +5% | +$86.9K | 0.05% | 144 |
|
|
2025
Q1 | $1.44M | Buy |
9,192
+191
| +2% | +$29.8K | 0.05% | 148 |
|
|
2024
Q4 | $1.71M | Buy |
9,001
+172
| +2% | +$32.8K | 0.06% | 134 |
|
|
2024
Q3 | $1.48M | Sell |
8,829
-2,966
| -25% | -$496K | 0.05% | 148 |
|
|
2024
Q2 | $2.16M | Buy |
11,795
+252
| +2% | +$46.2K | 0.07% | 137 |
|
|
2024
Q1 | $1.76M | Sell |
11,543
-749
| -6% | -$114K | 0.06% | 157 |
|
|
2023
Q4 | $1.73M | Buy |
12,292
+389
| +3% | +$54.8K | 0.07% | 122 |
|
|
2023
Q3 | $1.57M | Sell |
11,903
-1,419
| -11% | -$187K | 0.07% | 120 |
|
|
2023
Q2 | $1.61M | Sell |
13,322
-12
| -0.1% | -$1.45K | 0.06% | 123 |
|
|
2023
Q1 | $1.39M | Buy |
13,334
+7
| +0.1% | +$728 | 0.06% | 136 |
|
|
2022
Q4 | $1.18M | Buy |
13,327
+1
| +0% | +$89 | 0.05% | 145 |
|
|
2022
Q3 | $1.28M | Buy |
13,326
+12,657
| +1,892% | +$1.22M | 0.06% | 127 |
|
|
2022
Q2 | $1.46M | Hold |
669
| – | – | 0.06% | 119 |
|
|
2022
Q1 | $1.87M | Buy |
669
+23
| +4% | +$64.3K | 0.07% | 111 |
|
|
2021
Q4 | $1.87M | Buy |
646
+26
| +4% | +$75.2K | 0.08% | 108 |
|
|
2021
Q3 | $1.65M | Buy |
620
+64
| +12% | +$171K | 0.08% | 104 |
|
|
2021
Q2 | $1.39M | Buy |
556
+27
| +5% | +$67.7K | 0.07% | 107 |
|
|
2021
Q1 | $1.09M | Buy |
529
+10
| +2% | +$20.7K | 0.06% | 127 |
|
|
2020
Q4 | $909K | Sell |
519
-214
| -29% | -$375K | 0.05% | 133 |
|
|
2020
Q3 | $1.08M | Buy |
733
+37
| +5% | +$54.4K | 0.06% | 120 |
|
|
2020
Q2 | $984K | Buy |
696
+9
| +1% | +$12.7K | 0.06% | 121 |
|
|
2020
Q1 | $799K | Sell |
687
-12
| -2% | -$14K | 0.06% | 115 |
|
|
2019
Q4 | $935K | Buy |
699
+35
| +5% | +$46.8K | 0.06% | 114 |
|
|
2019
Q3 | $809K | Buy |
664
+9
| +1% | +$11K | 0.05% | 126 |
|
|
2019
Q2 | $731K | Hold |
655
| – | – | 0.05% | 133 |
|
|
2019
Q1 | $769K | Sell |
655
-29
| -4% | -$34K | 0.05% | 122 |
|
|
2018
Q4 | $708K | Buy |
684
+97
| +17% | +$100K | 0.05% | 116 |
|
|
2018
Q3 | $701K | Buy |
587
+7
| +1% | +$8.36K | 0.06% | 109 |
|
|
2018
Q2 | $648K | Sell |
580
-61
| -10% | -$68.2K | 0.06% | 110 |
|
|
2018
Q1 | $660K | Sell |
641
-85
| -12% | -$87.5K | 0.06% | 143 |
|
|
2017
Q4 | $760K | Sell |
726
-350
| -33% | -$366K | 0.07% | 124 |
|
|
2017
Q3 | $1.03M | Sell |
1,076
-98
| -8% | -$94K | 0.08% | 116 |
|
|
2017
Q2 | $1.07M | Sell |
1,174
-28
| -2% | -$25.4K | 0.09% | 103 |
|
|
2017
Q1 | $997K | Buy |
1,202
+97
| +9% | +$80.5K | 0.09% | 105 |
|
|
2016
Q4 | $853K | Buy |
+1,105
| New | +$853K | 0.09% | 110 |
|