CWS Financial Advisors’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
$970K Sell
5,506
-12
-0.2% -$2.12K 0.28% 44
2025
Q1
$853K Buy
5,518
+10
+0.2% +$1.55K 0.27% 47
2024
Q4
$1.04M Buy
5,508
+1
+0% +$189 0.34% 36
2024
Q3
$913K Buy
5,507
+2
+0% +$332 0.32% 36
2024
Q2
$1M Hold
5,505
0.39% 29
2024
Q1
$831K Sell
5,505
-412
-7% -$62.2K 0.34% 31
2023
Q4
$827K Buy
5,917
+1,400
+31% +$196K 0.31% 49
2023
Q3
$591K Buy
4,517
+200
+5% +$26.2K 0.24% 66
2023
Q2
$517K Hold
4,317
0.2% 81
2023
Q1
$448K Buy
4,317
+4,057
+1,560% +$421K 0.18% 93
2022
Q4
$536K Sell
260
-5,761
-96% -$11.9M 0.23% 70
2022
Q3
$576K Buy
6,021
+1
+0% +$96 0.28% 63
2022
Q2
$656K Buy
6,020
+200
+3% +$21.8K 0.3% 59
2022
Q1
$810K Sell
5,820
-180
-3% -$25.1K 0.31% 57
2021
Q4
$869K Buy
+6,000
New +$869K 0.31% 58
2021
Q2
$689K Buy
5,640
+440
+8% +$53.8K 0.27% 63
2021
Q1
$536K Buy
5,200
+20
+0.4% +$2.06K 0.23% 70
2020
Q4
$454K Hold
5,180
0.26% 72
2020
Q3
$380K Buy
5,180
+80
+2% +$5.87K 0.25% 78
2020
Q2
$362K Buy
5,100
+200
+4% +$14.2K 0.26% 81
2020
Q1
$328K Hold
4,900
0.24% 84
2019
Q4
$328K Buy
+4,900
New +$328K 0.24% 85