EWA
EverSource Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77M | Buy |
49,411
+1,222
| +3% | +$217K | 0.4% | 62 |
|
|
2025
Q1 | $7.53M | Sell |
48,189
-8,392
| -15% | -$1.31M | 0.41% | 61 |
|
|
2024
Q4 | $10.8M | Buy |
56,581
+1,592
| +3% | +$303K | 0.61% | 34 |
|
|
2024
Q3 | $9.19M | Sell |
54,989
-3,238
| -6% | -$541K | 0.58% | 41 |
|
|
2024
Q2 | $10.1M | Buy |
58,227
+629
| +1% | +$109K | 0.67% | 35 |
|
|
2024
Q1 | $9.48M | Sell |
57,598
-2,611
| -4% | -$430K | 0.75% | 31 |
|
|
2023
Q4 | $8.49M | Sell |
60,209
-889
| -1% | -$125K | 0.78% | 26 |
|
|
2023
Q3 | $8.06M | Buy |
61,098
+3,377
| +6% | +$445K | 0.85% | 23 |
|
|
2023
Q2 | $6.98M | Buy |
57,721
+15,485
| +37% | +$1.87M | 0.77% | 27 |
|
|
2023
Q1 | $4.39M | Buy |
42,236
+3,737
| +10% | +$389K | 0.55% | 42 |
|
|
2022
Q4 | $3.42M | Buy |
38,499
+10,324
| +37% | +$916K | 0.52% | 50 |
|
|
2022
Q3 | $2.71M | Buy |
28,175
+27,190
| +2,760% | +$2.61M | 0.62% | 33 |
|
|
2022
Q2 | $2.15M | Buy |
985
+211
| +27% | +$461K | 0.56% | 36 |
|
|
2022
Q1 | $2.16M | Buy |
774
+91
| +13% | +$254K | 0.55% | 34 |
|
|
2021
Q4 | $1.98M | Buy |
+683
| New | +$1.98M | 0.55% | 37 |
|