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Avantax Planning Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
25,052
+1,938
| +8% | +$342K | 0.14% | 89 |
|
|
2025
Q1 | $3.57M | Buy |
23,114
+1,777
| +8% | +$275K | 0.13% | 95 |
|
|
2024
Q4 | $4.04M | Sell |
21,337
-37
| -0.2% | -$7K | 0.15% | 91 |
|
|
2024
Q3 | $3.54M | Sell |
21,374
-7,837
| -27% | -$1.3M | 0.13% | 95 |
|
|
2024
Q2 | $5.32M | Sell |
29,211
-1,051
| -3% | -$191K | 0.17% | 83 |
|
|
2024
Q1 | $4.57M | Buy |
30,262
+1,680
| +6% | +$254K | 0.15% | 88 |
|
|
2023
Q4 | $3.99M | Buy |
28,582
+354
| +1% | +$49.5K | 0.15% | 74 |
|
|
2023
Q3 | $3.69M | Sell |
28,228
-4,871
| -15% | -$637K | 0.15% | 71 |
|
|
2023
Q2 | $3.96M | Sell |
33,099
-320
| -1% | -$38.3K | 0.16% | 71 |
|
|
2023
Q1 | $3.47M | Sell |
33,419
-2,142
| -6% | -$222K | 0.14% | 73 |
|
|
2022
Q4 | $3.14M | Sell |
35,561
-902
| -2% | -$79.6K | 0.12% | 82 |
|
|
2022
Q3 | $3.49M | Buy |
36,463
+34,656
| +1,918% | +$3.32M | 0.16% | 72 |
|
|
2022
Q2 | $3.94M | Buy |
1,807
+241
| +15% | +$525K | 0.17% | 69 |
|
|
2022
Q1 | $4.36M | Buy |
1,566
+41
| +3% | +$114K | 0.17% | 63 |
|
|
2021
Q4 | $4.42M | Buy |
1,525
+35
| +2% | +$101K | 0.18% | 51 |
|
|
2021
Q3 | $3.98M | Sell |
1,490
-10
| -0.7% | -$26.7K | 0.18% | 47 |
|
|
2021
Q2 | $3.66M | Sell |
1,500
-82
| -5% | -$200K | 0.17% | 50 |
|
|
2021
Q1 | $3.26M | Sell |
1,582
-29
| -2% | -$59.8K | 0.17% | 50 |
|
|
2020
Q4 | $2.82M | Sell |
1,611
-456
| -22% | -$799K | 0.15% | 56 |
|
|
2020
Q3 | $3.03M | Sell |
2,067
-264
| -11% | -$387K | 0.16% | 52 |
|
|
2020
Q2 | $3.31M | Buy |
2,331
+247
| +12% | +$350K | 0.19% | 49 |
|
|
2020
Q1 | $2.42M | Buy |
2,084
+308
| +17% | +$358K | 0.17% | 45 |
|
|
2019
Q4 | $2.38M | Sell |
1,776
-32
| -2% | -$42.9K | 0.14% | 63 |
|
|
2019
Q3 | $2.21M | Buy |
1,808
+91
| +5% | +$111K | 0.14% | 62 |
|
|
2019
Q2 | $1.92M | Sell |
1,717
-6
| -0.3% | -$6.7K | 0.12% | 70 |
|
|
2019
Q1 | $2.03M | Buy |
1,723
+283
| +20% | +$333K | 0.14% | 62 |
|
|
2018
Q4 | $1.51M | Buy |
1,440
+116
| +9% | +$121K | 0.11% | 75 |
|
|
2018
Q3 | $1.6M | Buy |
1,324
+96
| +8% | +$116K | 0.13% | 61 |
|
|
2018
Q2 | $1.39M | Sell |
1,228
-1,192
| -49% | -$1.35M | 0.12% | 62 |
|
|
2018
Q1 | $2.51M | Buy |
2,420
+38
| +2% | +$39.4K | 0.22% | 43 |
|
|
2017
Q4 | $2.51M | Sell |
2,382
-712
| -23% | -$750K | 0.23% | 41 |
|
|
2017
Q3 | $3.01M | Sell |
3,094
-37
| -1% | -$36K | 0.24% | 39 |
|
|
2017
Q2 | $2.91M | Buy |
3,131
+500
| +19% | +$465K | 0.25% | 40 |
|
|
2017
Q1 | $2.23M | Buy |
2,631
+1,008
| +62% | +$855K | 0.2% | 46 |
|
|
2016
Q4 | $1.29M | Buy |
+1,623
| New | +$1.29M | 0.14% | 68 |
|