Beam Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,823
Closed -$275K 115
2024
Q1
$275K Buy
1,823
+164
+10% +$24.8K 0.17% 93
2023
Q4
$232K Buy
+1,659
New +$232K 0.15% 89
2021
Q4
Sell
-1,540
Closed -$206K 104
2021
Q3
$206K Buy
+1,540
New +$206K 0.18% 137