Bernard Wealth Management’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
$4.15M Sell
23,543
-454
-2% -$80K 1.92% 13
2025
Q1
$3.71M Sell
23,997
-293
-1% -$45.3K 1.81% 14
2024
Q4
$4.6M Buy
+24,290
New +$4.6M 2.16% 11