Elwood & Goetz Wealth Advisory Group’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 | $548K | Buy |
3,108
+979
| +46% | +$173K | 0.12% | 52 |
|
2025
Q1 | $329K | Buy |
2,129
+556
| +35% | +$86K | 0.08% | 71 |
|
2024
Q4 | $298K | Hold |
1,573
| – | – | 0.07% | 78 |
|
2024
Q3 | $261K | Sell |
1,573
-154
| -9% | -$25.5K | 0.06% | 80 |
|
2024
Q2 | $315K | Buy |
1,727
+100
| +6% | +$18.2K | 0.09% | 57 |
|
2024
Q1 | $246K | Sell |
1,627
-100
| -6% | -$15.1K | 0.06% | 76 |
|
2023
Q4 | $241K | Buy |
1,727
+165
| +11% | +$23K | 0.05% | 73 |
|
2023
Q3 | $204K | Buy |
+1,562
| New | +$204K | 0.05% | 76 |
|