Concord Wealth Partners’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Sell |
10,631
-947
| -8% | -$168K | 0.27% | 86 |
|
2025
Q1 | $1.81M | Sell |
11,578
-1,192
| -9% | -$186K | 0.3% | 79 |
|
2024
Q4 | $2.43M | Sell |
12,770
-1,991
| -13% | -$379K | 0.4% | 62 |
|
2024
Q3 | $2.47M | Buy |
14,761
+1,403
| +11% | +$235K | 0.41% | 58 |
|
2024
Q2 | $2.45M | Sell |
13,358
-2,042
| -13% | -$375K | 0.43% | 55 |
|
2024
Q1 | $2.34M | Buy |
15,400
+3,403
| +28% | +$518K | 0.42% | 56 |
|
2023
Q4 | $1.69M | Sell |
11,997
-2,772
| -19% | -$391K | 0.34% | 65 |
|
2023
Q3 | $1.95M | Sell |
14,769
-1,993
| -12% | -$263K | 0.41% | 44 |
|
2023
Q2 | $2.03M | Buy |
16,762
+5,164
| +45% | +$625K | 0.44% | 43 |
|
2023
Q1 | $1.21M | Buy |
11,598
+137
| +1% | +$14.2K | 0.34% | 45 |
|
2022
Q4 | $1.02M | Sell |
11,461
-7,192
| -39% | -$638K | 0.31% | 46 |
|
2022
Q3 | $1.79M | Buy |
18,653
+573
| +3% | +$55.1K | 0.57% | 32 |
|
2022
Q2 | $1.98M | Buy |
18,080
+9,860
| +120% | +$1.08M | 0.54% | 32 |
|
2022
Q1 | $1.15M | Buy |
8,220
+1,280
| +18% | +$179K | 0.3% | 44 |
|
2021
Q4 | $1M | Buy |
6,940
+2,740
| +65% | +$396K | 0.25% | 51 |
|
2021
Q3 | $560K | Sell |
4,200
-1,920
| -31% | -$256K | 0.23% | 34 |
|
2021
Q2 | $767K | Sell |
6,120
-420
| -6% | -$52.6K | 0.22% | 41 |
|
2021
Q1 | $676K | Sell |
6,540
-1,340
| -17% | -$139K | 0.23% | 44 |
|
2020
Q4 | $690K | Buy |
+7,880
| New | +$690K | 0.53% | 22 |
|