EP
Essential Planning’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Hold |
3,617
| – | – | 0.24% | 42 |
|
|
2025
Q1 | $559K | Sell |
3,617
-148,745
| -98% | -$23M | 0.23% | 44 |
|
|
2024
Q4 | $26.7M | Buy |
152,362
+148,745
| +4,112% | +$26M | 0.17% | 48 |
|
|
2024
Q3 | $600K | Buy |
3,617
+81
| +2% | +$13.4K | 0.25% | 40 |
|
|
2024
Q2 | $644K | Buy |
3,536
+36
| +1% | +$6.56K | 0.28% | 35 |
|
|
2024
Q1 | $489K | Hold |
3,500
| – | – | 0.24% | 38 |
|
|
2023
Q4 | $489K | Buy |
3,500
+100
| +3% | +$14K | 0.25% | 38 |
|
|
2023
Q3 | $445K | Hold |
3,400
| – | – | 0.25% | 37 |
|
|
2023
Q2 | $407K | Hold |
3,400
| – | – | 0.23% | 33 |
|
|
2023
Q1 | $353K | Sell |
3,400
-4
| -0.1% | -$415 | 0.21% | 37 |
|
|
2022
Q4 | $317K | Buy |
3,404
+1,164
| +52% | +$108K | 0.24% | 34 |
|
|
2022
Q3 | $214K | Buy |
+2,240
| New | +$214K | 1.24% | 20 |
|