Evergreen Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.84M | Buy |
10,377
+2,766
| +36% | +$491K | 1.03% | 32 |
|
2025
Q1 | $1.19M | Sell |
7,611
-862
| -10% | -$135K | 0.71% | 41 |
|
2024
Q4 | $1.61M | Buy |
8,473
+771
| +10% | +$147K | 0.95% | 35 |
|
2024
Q3 | $1.29M | Sell |
7,702
-710
| -8% | -$119K | 0.77% | 42 |
|
2024
Q2 | $1.54M | Hold |
8,412
| – | – | 1.02% | 31 |
|
2024
Q1 | $1.28M | Hold |
8,412
| – | – | 0.87% | 41 |
|
2023
Q4 | $1.19M | Buy |
8,412
+301
| +4% | +$42.4K | 0.87% | 41 |
|
2023
Q3 | $1.07M | Buy |
8,111
+61
| +0.8% | +$8.04K | 0.85% | 42 |
|
2023
Q2 | $974K | Sell |
8,050
-773
| -9% | -$93.5K | 0.76% | 41 |
|
2023
Q1 | $918K | Buy |
8,823
+128
| +1% | +$13.3K | 0.81% | 39 |
|
2022
Q4 | $772K | Buy |
+8,695
| New | +$772K | 0.71% | 42 |
|