BWP
Bernardo Wealth Planning’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
2,069
-167
| -7% | -$29.5K | 0.08% | 81 |
|
|
2025
Q1 | $346K | Buy |
2,236
+492
| +28% | +$76.1K | 0.08% | 80 |
|
|
2024
Q4 | $335K | Buy |
1,744
+194
| +13% | +$37.2K | 0.08% | 82 |
|
|
2024
Q3 | $253K | Buy |
1,550
+128
| +9% | +$20.9K | 0.06% | 96 |
|
|
2024
Q2 | $259K | Sell |
1,422
-613
| -30% | -$112K | 0.07% | 87 |
|
|
2024
Q1 | $307K | Buy |
+2,035
| New | +$307K | 0.09% | 81 |
|
|
2022
Q3 | – | Sell |
-105
| Closed | -$228K | – | 87 |
|
|
2022
Q2 | $228K | Buy |
105
+2
| +2% | +$4.34K | 0.13% | 75 |
|
|
2022
Q1 | $286K | Buy |
103
+10
| +11% | +$27.8K | 0.14% | 69 |
|
|
2021
Q4 | $269K | Buy |
+93
| New | +$269K | 0.13% | 68 |
|
|
2021
Q1 | – | Sell |
-386
| Closed | -$676K | – | 102 |
|
|
2020
Q4 | $676K | Hold |
386
| – | – | 0.26% | 80 |
|
|
2020
Q3 | $565K | Buy |
386
+19
| +5% | +$27.8K | 0.25% | 78 |
|
|
2020
Q2 | $520K | Sell |
367
-9
| -2% | -$12.8K | 0.28% | 69 |
|
|
2020
Q1 | $436K | Sell |
376
-56
| -13% | -$64.9K | 0.3% | 81 |
|
|
2019
Q4 | $578K | Hold |
432
| – | – | 0.35% | 65 |
|
|
2019
Q3 | $527K | Buy |
432
+25
| +6% | +$30.5K | 0.38% | 62 |
|
|
2019
Q2 | $441K | Sell |
407
-86
| -17% | -$93.2K | 0.35% | 77 |
|
|
2019
Q1 | $580K | Buy |
493
+4
| +0.8% | +$4.71K | 0.46% | 53 |
|
|
2018
Q4 | $511K | Buy |
+489
| New | +$511K | 0.45% | 52 |
|