Delap Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,239
| Closed | -$207K | – | 78 |
|
|
2024
Q3 | $207K | Sell |
1,239
-629
| -34% | -$105K | 0.13% | 61 |
|
|
2024
Q2 | $343K | Sell |
1,868
-7,895
| -81% | -$1.45M | 0.16% | 71 |
|
|
2024
Q1 | $1.49M | Buy |
+9,763
| New | +$1.49M | 0.6% | 31 |
|
|
2023
Q1 | – | Sell |
-4,748
| Closed | -$421K | – | 65 |
|
|
2022
Q4 | $421K | Buy |
+4,748
| New | +$421K | 0.44% | 40 |
|