Encompass Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$827K Sell
2025
Q1
$749K Buy
2024
Q4
$889K Buy
2024
Q3
$713K Sell
2024
Q2
$805K Buy
2024
Q1
$654K Hold
2023
Q4
$605K Sell
2023
Q3
$603K Buy
2023
Q2
$544K Sell
2023
Q1
$496K Sell
2022
Q4
$544K Sell
2022
Q3
$591K Sell
2022
Q2
$678K Sell
2022
Q1
$890K Buy
2021
Q4
$917K Buy
2021
Q3
$796K Sell
2021
Q2
$1.24M Hold
2021
Q1
$1.16M Buy
2020
Q4
$688K Buy