EFS
Essex Financial Services’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Buy |
51,536
+1,813
| +4% | +$322K | 0.6% | 35 |
|
|
2025
Q1 | $7.77M | Sell |
49,723
-3,301
| -6% | -$516K | 0.56% | 40 |
|
|
2024
Q4 | $10.1M | Buy |
53,024
+2,013
| +4% | +$383K | 0.71% | 26 |
|
|
2024
Q3 | $8.51M | Sell |
51,011
-5,842
| -10% | -$975K | 0.61% | 32 |
|
|
2024
Q2 | $9.31M | Buy |
56,853
+14,721
| +35% | +$2.41M | 0.69% | 27 |
|
|
2024
Q1 | $6.42M | Sell |
42,132
-1,079
| -2% | -$164K | 0.59% | 36 |
|
|
2023
Q4 | $6.09M | Buy |
43,211
+628
| +1% | +$88.5K | 0.63% | 34 |
|
|
2023
Q3 | $5.61M | Sell |
42,583
-2,364
| -5% | -$312K | 0.65% | 35 |
|
|
2023
Q2 | $5.44M | Sell |
44,947
-4,899
| -10% | -$593K | 0.62% | 40 |
|
|
2023
Q1 | $5.18M | Sell |
49,846
-2,031
| -4% | -$211K | 0.55% | 46 |
|
|
2022
Q4 | $4.6M | Sell |
51,877
-2,382
| -4% | -$211K | 0.49% | 49 |
|
|
2022
Q3 | $5.22M | Buy |
54,259
+51,608
| +1,947% | +$4.96M | 0.62% | 38 |
|
|
2022
Q2 | $5.8M | Sell |
2,651
-99
| -4% | -$217K | 0.65% | 35 |
|
|
2022
Q1 | $7.68M | Sell |
2,750
-203
| -7% | -$567K | 0.74% | 28 |
|
|
2021
Q4 | $8.55M | Buy |
2,953
+43
| +1% | +$124K | 0.84% | 19 |
|
|
2021
Q3 | $7.76M | Buy |
2,910
+1,399
| +93% | +$3.73M | 0.89% | 18 |
|
|
2021
Q2 | $3.13M | Hold |
1,511
| – | – | 0.45% | 47 |
|
|
2021
Q1 | $3.13M | Sell |
1,511
-555
| -27% | -$1.15M | 0.56% | 43 |
|
|
2020
Q4 | $3.62M | Buy |
2,066
+42
| +2% | +$73.6K | 0.72% | 35 |
|
|
2020
Q3 | $2.98M | Buy |
2,024
+468
| +30% | +$688K | 0.73% | 35 |
|
|
2020
Q2 | $2.2M | Sell |
1,556
-145
| -9% | -$205K | 0.68% | 41 |
|
|
2020
Q1 | $1.98M | Buy |
1,701
+175
| +11% | +$203K | 0.71% | 37 |
|
|
2019
Q4 | $2.04M | Buy |
1,526
+137
| +10% | +$183K | 0.56% | 54 |
|
|
2019
Q3 | $1.69M | Sell |
1,389
-308
| -18% | -$375K | 0.55% | 56 |
|
|
2019
Q2 | $1.83M | Sell |
1,697
-9
| -0.5% | -$9.73K | 0.54% | 50 |
|
|
2019
Q1 | $2M | Sell |
1,706
-319
| -16% | -$374K | 0.6% | 49 |
|
|
2018
Q4 | $2.1M | Sell |
2,025
-1,537
| -43% | -$1.59M | 0.64% | 45 |
|
|
2018
Q3 | $4.25M | Sell |
3,562
-184
| -5% | -$220K | 0.94% | 26 |
|
|
2018
Q2 | $4.18M | Sell |
3,746
-16
| -0.4% | -$17.8K | 1.01% | 26 |
|
|
2018
Q1 | $3.88M | Sell |
3,762
-44
| -1% | -$45.4K | 0.76% | 35 |
|
|
2017
Q4 | $3.98M | Sell |
3,806
-94
| -2% | -$98.3K | 0.95% | 29 |
|
|
2017
Q3 | $3.74M | Sell |
3,900
-107
| -3% | -$103K | 0.92% | 30 |
|
|
2017
Q2 | $3.64M | Buy |
4,007
+1,243
| +45% | +$1.13M | 0.77% | 35 |
|
|
2017
Q1 | $2.29M | Sell |
2,764
-371
| -12% | -$308K | 0.53% | 48 |
|
|
2016
Q4 | $2.42M | Sell |
3,135
-172
| -5% | -$133K | 0.52% | 50 |
|
|
2016
Q3 | $2.57M | Sell |
3,307
-177
| -5% | -$138K | 0.61% | 46 |
|
|
2016
Q2 | $2.41M | Sell |
3,484
-1,010
| -22% | -$699K | 0.58% | 45 |
|
|
2016
Q1 | $3.35M | Sell |
4,494
-359
| -7% | -$267K | 0.83% | 31 |
|
|
2015
Q4 | $3.68M | Sell |
4,853
-5,139
| -51% | -$3.9M | 0.88% | 27 |
|
|
2015
Q3 | $6.24M | Buy |
9,992
+1,128
| +13% | +$705K | 1.62% | 10 |
|
|
2015
Q2 | $4.71M | Buy |
8,864
+437
| +5% | +$232K | 1.21% | 11 |
|
|
2015
Q1 | $4.65M | Buy |
8,427
+747
| +10% | +$412K | 1.2% | 14 |
|
|
2014
Q4 | $4.06M | Buy |
7,680
+852
| +12% | +$451K | 1.06% | 16 |
|
|
2014
Q3 | $3.98M | Sell |
6,828
-102
| -1% | -$59.5K | 1.19% | 14 |
|
|
2014
Q2 | $4.02M | Buy |
6,930
+3,573
| +106% | +$2.07M | 1.2% | 15 |
|
|
2014
Q1 | $3.74M | Buy |
3,357
+115
| +4% | +$128K | 1.22% | 14 |
|
|
2013
Q4 | $3.63M | Buy |
3,242
+60
| +2% | +$67.2K | 1.23% | 13 |
|
|
2013
Q3 | $2.79K | Sell |
3,182
-24
| -0.7% | -$21 | 0.88% | 22 |
|
|
2013
Q2 | $2.82M | Buy |
+3,206
| New | +$2.82M | 0.99% | 23 |
|