Caldwell Trust’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$31.6M Sell
2025
Q2
$23.4M Buy
2025
Q1
$20.4M Sell
2024
Q4
$25.6M Sell
2024
Q3
$23.1M Sell
2024
Q2
$26M Buy
2024
Q1
$21.2M Sell
2023
Q4
$20.1M Sell
2023
Q3
$19.1M Buy
2023
Q2
$17.4M Sell
2023
Q1
$15.1M Sell
2022
Q4
$13M Sell
2022
Q3
$14.5M Sell
2022
Q2
$16.6M Sell
2022
Q1
$21.4M Sell
2021
Q4
$22.3M Buy
2021
Q3
$20.6M Buy
2021
Q2
$18.7M Sell
2021
Q1
$16.3M Buy
2020
Q4
$13.8M Sell
2020
Q3
$11.6M Sell
2020
Q2
$12M Sell
2020
Q1
$10M Sell
2019
Q4
$11.7M Buy