EWA
EP Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192M | Buy |
1,086,726
+41,305
| +4% | +$7.28M | 1.26% | 19 |
|
|
2025
Q1 | $162M | Buy |
1,045,421
+25,020
| +2% | +$3.87M | 1.29% | 17 |
|
|
2024
Q4 | $193M | Sell |
1,020,401
-16,508
| -2% | -$3.12M | 1.58% | 15 |
|
|
2024
Q3 | $172M | Buy |
1,036,909
+167,739
| +19% | +$27.8M | 1.48% | 14 |
|
|
2024
Q2 | $158M | Buy |
869,170
+23,472
| +3% | +$4.28M | 1.68% | 11 |
|
|
2024
Q1 | $128M | Buy |
845,698
+10,356
| +1% | +$1.56M | 1.49% | 11 |
|
|
2023
Q4 | $117M | Sell |
835,342
-605
| -0.1% | -$84.5K | 1.49% | 10 |
|
|
2023
Q3 | $109M | Buy |
835,947
+830,947
| +16,619% | +$109M | 1.7% | 9 |
|
|
2023
Q2 | $101M | Sell |
5,000
-161,047
| -97% | -$3.25B | 1.45% | 10 |
|
|
2023
Q1 | $17.3M | Sell |
166,047
-574,691
| -78% | -$59.8M | 0.3% | 68 |
|
|
2022
Q4 | $65.4M | Buy |
740,738
+44,091
| +6% | +$3.89M | 1.18% | 16 |
|
|
2022
Q3 | $66.6M | Buy |
696,647
+665,893
| +2,165% | +$63.7M | 1.51% | 9 |
|
|
2022
Q2 | $67M | Buy |
30,754
+2,002
| +7% | +$4.36M | 1.51% | 6 |
|
|
2022
Q1 | $80M | Buy |
28,752
+968
| +3% | +$2.69M | 1.76% | 6 |
|
|
2021
Q4 | $80.5M | Buy |
27,784
+445
| +2% | +$1.29M | 1.9% | 6 |
|
|
2021
Q3 | $73.1M | Buy |
27,339
+240
| +0.9% | +$642K | 2% | 6 |
|
|
2021
Q2 | $66.2M | Buy |
27,099
+560
| +2% | +$1.37M | 1.83% | 8 |
|
|
2021
Q1 | $54.7M | Buy |
26,539
+1,229
| +5% | +$2.53M | 1.74% | 8 |
|
|
2020
Q4 | $44.4M | Buy |
25,310
+1,109
| +5% | +$1.94M | 1.56% | 10 |
|
|
2020
Q3 | $35.5M | Buy |
24,201
+148
| +0.6% | +$217K | 1.53% | 10 |
|
|
2020
Q2 | $34.1M | Buy |
24,053
+134
| +0.6% | +$190K | 1.46% | 10 |
|
|
2020
Q1 | $27.8M | Buy |
23,919
+406
| +2% | +$472K | 1.36% | 11 |
|
|
2019
Q4 | $31.5M | Buy |
23,513
+502
| +2% | +$672K | 1.3% | 10 |
|
|
2019
Q3 | $28.1M | Buy |
23,011
+303
| +1% | +$370K | 1.39% | 12 |
|
|
2019
Q2 | $24.6M | Buy |
22,708
+623
| +3% | +$675K | 1.54% | 11 |
|
|
2019
Q1 | $26M | Buy |
+22,085
| New | +$26M | 2.5% | 6 |
|