Avantra Family Wealth’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
7,731
-169
-2% -$29.8K 1.13% 20
2025
Q1
$1.22M Sell
7,900
-464
-6% -$71.8K 1.17% 14
2024
Q4
$1.58M Buy
+8,364
New +$1.58M 1.48% 8