CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
26,367
+609
| +2% | +$107K | 0.08% | 88 |
|
|
2025
Q1 | $3.98M | Buy |
25,758
+1,288
| +5% | +$199K | 0.07% | 88 |
|
|
2024
Q4 | $4.63M | Buy |
24,470
+2,115
| +9% | +$400K | 0.09% | 70 |
|
|
2024
Q3 | $3.71M | Buy |
22,355
+4,811
| +27% | +$798K | 0.09% | 79 |
|
|
2024
Q2 | $3.2M | Buy |
17,544
+5,540
| +46% | +$1.01M | 0.07% | 82 |
|
|
2024
Q1 | $1.81M | Sell |
12,004
-755
| -6% | -$114K | 0.04% | 110 |
|
|
2023
Q4 | $1.78M | Buy |
+12,759
| New | +$1.78M | 0.04% | 113 |
|
|
2023
Q2 | – | Sell |
-14,889
| Closed | -$1.54M | – | 176 |
|
|
2023
Q1 | $1.54M | Buy |
+14,889
| New | +$1.54M | 0.05% | 116 |
|