CLA (CliftonLarsonAllen) Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Buy
13,824
+1
+0% +$177 0.04% 115
2025
Q1
$2.16M Sell
13,823
-1,267
-8% -$198K 0.04% 118
2024
Q4
$2.87M Buy
15,090
+1,389
+10% +$265K 0.06% 91
2024
Q3
$2.29M Buy
13,701
+3,318
+32% +$555K 0.05% 108
2024
Q2
$1.9M Buy
+10,383
New +$1.9M 0.04% 110