BSW Wealth Partners’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 | $3.25M | Sell |
18,454
-1,086
| -6% | -$191K | 0.45% | 39 |
|
2025
Q1 | $3.02M | Sell |
19,540
-4,419
| -18% | -$683K | 0.46% | 35 |
|
2024
Q4 | $4.54M | Buy |
+23,959
| New | +$4.54M | 0.67% | 31 |
|
2024
Q3 | – | Sell |
-20,107
| Closed | -$3.66M | – | 307 |
|
2024
Q2 | $3.66M | Sell |
20,107
-143
| -0.7% | -$26K | 0.6% | 33 |
|
2024
Q1 | $3.06M | Buy |
20,250
+2,587
| +15% | +$390K | 0.52% | 35 |
|
2023
Q4 | $2.47M | Buy |
17,663
+333
| +2% | +$46.5K | 0.49% | 34 |
|
2023
Q3 | $2.27M | Buy |
17,330
+454
| +3% | +$59.4K | 0.5% | 31 |
|
2023
Q2 | $2.02M | Sell |
16,876
-11,116
| -40% | -$1.33M | 0.42% | 34 |
|
2023
Q1 | $2.9M | Sell |
27,992
-200
| -0.7% | -$20.7K | 0.59% | 27 |
|
2022
Q4 | $2.49M | Buy |
28,192
+991
| +4% | +$87.4K | 0.53% | 32 |
|
2022
Q3 | $2.6M | Buy |
27,201
+361
| +1% | +$34.5K | 0.64% | 23 |
|
2022
Q2 | $2.93M | Buy |
26,840
+1,040
| +4% | +$113K | 0.7% | 22 |
|
2022
Q1 | $3.59M | Buy |
25,800
+1,560
| +6% | +$217K | 0.91% | 16 |
|
2021
Q4 | $3.51M | Buy |
24,240
+1,900
| +9% | +$275K | 0.88% | 19 |
|
2021
Q3 | $2.99M | Buy |
22,340
+3,840
| +21% | +$513K | 0.83% | 19 |
|
2021
Q2 | $2.26M | Buy |
18,500
+3,080
| +20% | +$376K | 0.62% | 24 |
|
2021
Q1 | $1.59M | Sell |
15,420
-3,620
| -19% | -$373K | 0.46% | 31 |
|
2020
Q4 | $1.67M | Buy |
19,040
+1,780
| +10% | +$156K | 0.51% | 26 |
|
2020
Q3 | $1.27M | Buy |
17,260
+5,800
| +51% | +$425K | 0.47% | 29 |
|
2020
Q2 | $813K | Buy |
11,460
+5,260
| +85% | +$373K | 0.27% | 41 |
|
2020
Q1 | $360K | Buy |
6,200
+240
| +4% | +$13.9K | 0.15% | 69 |
|
2019
Q4 | $399K | Buy |
5,960
+80
| +1% | +$5.36K | 0.14% | 76 |
|
2019
Q3 | $359K | Sell |
5,880
-600
| -9% | -$36.6K | 0.14% | 65 |
|
2019
Q2 | $351K | Sell |
6,480
-20
| -0.3% | -$1.08K | 0.13% | 67 |
|
2019
Q1 | $382K | Buy |
6,500
+300
| +5% | +$17.6K | 0.15% | 57 |
|
2018
Q4 | $324K | Sell |
6,200
-9,780
| -61% | -$511K | 0.12% | 66 |
|
2018
Q3 | $964K | Buy |
15,980
+4,900
| +44% | +$296K | 0.37% | 31 |
|
2018
Q2 | $626K | Buy |
11,080
+940
| +9% | +$53.1K | 0.27% | 38 |
|
2018
Q1 | $526K | Buy |
10,140
+980
| +11% | +$50.8K | 0.24% | 41 |
|
2017
Q4 | $482K | Hold |
9,160
| – | – | 0.2% | 45 |
|
2017
Q3 | $446K | Sell |
9,160
-440
| -5% | -$21.4K | 0.19% | 42 |
|
2017
Q2 | $446K | Buy |
9,600
+1,940
| +25% | +$90.1K | 0.2% | 43 |
|
2017
Q1 | $325K | Buy |
7,660
+2,320
| +43% | +$98.4K | 0.16% | 50 |
|
2016
Q4 | $212K | Buy |
5,340
+800
| +18% | +$31.8K | 0.11% | 69 |
|
2016
Q3 | $282 | Buy |
+4,540
| New | +$282 | 0.01% | 69 |
|