EWA
Encompass Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,534
| Closed | -$1.91M | – | 109 |
|
|
2024
Q3 | $1.91M | Hold |
11,534
| – | – | 0.48% | 43 |
|
|
2024
Q2 | $2.1M | Sell |
11,534
-5
| -0% | -$911 | 0.56% | 39 |
|
|
2024
Q1 | $1.74M | Hold |
11,539
| – | – | 0.46% | 45 |
|
|
2023
Q4 | $1.61M | Hold |
11,539
| – | – | 0.48% | 44 |
|
|
2023
Q3 | $1.51M | Buy |
11,539
+140
| +1% | +$18.3K | 0.5% | 42 |
|
|
2023
Q2 | $1.36M | Buy |
11,399
+24
| +0.2% | +$2.87K | 0.44% | 44 |
|
|
2023
Q1 | $1.18M | Hold |
11,375
| – | – | 0.4% | 48 |
|
|
2022
Q4 | $1M | Hold |
11,375
| – | – | 0.37% | 54 |
|
|
2022
Q3 | $1.09M | Buy |
11,375
+10,807
| +1,903% | +$1.03M | 0.41% | 47 |
|
|
2022
Q2 | $1.24M | Sell |
568
-17
| -3% | -$37K | 0.44% | 43 |
|
|
2022
Q1 | $1.63M | Sell |
585
-26
| -4% | -$72.3K | 0.41% | 41 |
|
|
2021
Q4 | $1.77M | Buy |
611
+1
| +0.2% | +$2.9K | 0.43% | 42 |
|
|
2021
Q3 | $1.63M | Buy |
610
+20
| +3% | +$53.5K | 0.43% | 44 |
|
|
2021
Q2 | $1.44M | Hold |
590
| – | – | 0.35% | 56 |
|
|
2021
Q1 | $1.36M | Buy |
590
+13
| +2% | +$30K | 0.35% | 56 |
|
|
2020
Q4 | $1.01M | Buy |
+577
| New | +$1.01M | 0.58% | 39 |
|