Cascade Financial 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
$3.4M Sell
19,267
-810
-4% -$143K 0.41% 50
2025
Q1
$3.1M Sell
20,077
-286
-1% -$44.2K 0.39% 51
2024
Q4
$3.85M Sell
20,363
-53
-0.3% -$10K 0.5% 40
2024
Q3
$3.37M Sell
20,416
-24
-0.1% -$3.96K 0.42% 47
2024
Q2
$3.72M Sell
20,440
-580
-3% -$106K 0.49% 37
2024
Q1
$3.32M Buy
+21,020
New +$3.32M 0.48% 43