Capital & Planning LLC’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
$13M Buy
73,781
+543
+0.7% +$95.7K 8.83% 4
2025
Q1
$11.3M Buy
73,238
+1,136
+2% +$176K 8.41% 5
2024
Q4
$13.6M Buy
+72,102
New +$13.6M 9.98% 3