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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.4M Buy
132,700
+958
2025
Q1
$20.4M Sell
131,742
-3,712
2024
Q4
$25.6M Sell
135,454
-3,598
2024
Q3
$23.1M Sell
139,052
-3,807
2024
Q2
$26M Buy
142,859
+2,086
2024
Q1
$21.2M Sell
140,773
-3,253
2023
Q4
$20.1M Sell
144,026
-1,655
2023
Q3
$19.1M Buy
145,681
+312
2023
Q2
$17.4M Sell
145,369
-469
2023
Q1
$15.1M Sell
145,838
-1,885
2022
Q4
$13M Sell
147,723
-3,704
2022
Q3
$14.5M Sell
151,427
-1,013
2022
Q2
$16.6M Sell
152,440
-1,220
2022
Q1
$21.4M Sell
153,660
-320
2021
Q4
$22.3M Buy
153,980
+20
2021
Q3
$20.6M Buy
153,960
+920
2021
Q2
$18.7M Sell
153,040
-5,480
2021
Q1
$16.3M Buy
158,520
+640
2020
Q4
$13.8M Sell
157,880
-900
2020
Q3
$11.6M Sell
158,780
-11,160
2020
Q2
$12M Sell
169,940
-3,020
2020
Q1
$10M Sell
172,960
-1,360
2019
Q4
$11.7M Buy
+174,320