BWA

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

Burt Wealth Advisors’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$935K	Hold	5,307	–	–	0.21%	45
2025 Q1	$821K	Hold	5,307	–	–	0.21%	44
2024 Q4	$1M	Buy	5,307 +54	+1%	+$10.2K	0.26%	40
2024 Q3	$871K	Sell	5,253 -455	-8%	-$75.5K	0.21%	43
2024 Q2	$1.04M	Buy	5,708 +423	+8%	+$77K	0.27%	39
2024 Q1	$798K	Buy	5,285 +399	+8%	+$60.2K	0.2%	49
2023 Q4	$683K	Hold	4,886	–	–	0.19%	48
2023 Q3	$639K	Sell	4,886 -734	-13%	-$96.1K	0.2%	48
2023 Q2	$673K	Sell	5,620 -43	-0.8%	-$5.15K	0.2%	45
2023 Q1	$587K	Buy	5,663 +43	+0.8%	+$4.46K	0.18%	48
2022 Q4	$496K	Hold	5,620	–	–	0.17%	53
2022 Q3	$538K	Buy	5,620 +5,349	+1,974%	+$512K	0.22%	39
2022 Q2	$591K	Hold	271	–	–	0.21%	41
2022 Q1	$754K	Hold	271	–	–	0.23%	35
2021 Q4	$785K	Hold	271	–	–	0.26%	37
2021 Q3	$725K	Hold	271	–	–	0.23%	37
2021 Q2	$662K	Hold	271	–	–	0.24%	36
2021 Q1	$559K	Buy	271 +7	+3%	+$14.4K	0.21%	43
2020 Q4	$463K	Hold	264	–	–	0.16%	46
2020 Q3	$387K	Buy	264 +1	+0.4%	+$1.47K	0.14%	49
2020 Q2	$373K	Sell	263 -1	-0.4%	-$1.42K	0.15%	48
2020 Q1	$307K	Hold	264	–	–	0.14%	55
2019 Q4	$354K	Buy	264 +42	+19%	+$56.3K	0.14%	57
2019 Q3	$271K	Buy	222 +1	+0.5%	+$1.22K	0.11%	66
2019 Q2	$239K	Hold	221	–	–	0.1%	72
2019 Q1	$260K	Buy	221 +2	+0.9%	+$2.35K	0.12%	67
2018 Q4	$229K	Hold	219	–	–	0.11%	72
2018 Q3	$264K	Hold	219	–	–	0.12%	65
2018 Q2	$247K	Hold	219	–	–	0.12%	66
2018 Q1	$227K	Buy	219 +14	+7%	+$14.5K	0.12%	64
2017 Q4	$216K	Buy	205 +5	+3%	+$5.27K	0.13%	65
2017 Q3	$195K	Buy	200 +34	+20%	+$33.2K	0.13%	67
2017 Q2	$154K	Hold	166	–	–	0.11%	87
2017 Q1	$141K	Sell	166 -8	-5%	-$6.8K	0.1%	86
2016 Q4	$137K	Hold	174	–	–	0.12%	92
2016 Q3	$139K	Hold	174	–	–	0.15%	81
2016 Q2	$122K	Sell	174 -2	-1%	-$1.4K	0.14%	85
2016 Q1	$134K	Sell	176 -72	-29%	-$54.8K	0.12%	87
2015 Q4	$190K	Buy	+248	New	+$190K	0.15%	67