EWA
EverSource 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 | $17.8M | Sell |
100,834
-5,358
| -5% | -$944K | 0.8% | 27 |
|
|
2025
Q1 | $16.4M | Sell |
106,192
-1,051
| -1% | -$163K | 0.9% | 24 |
|
|
2024
Q4 | $20.3M | Sell |
107,243
-1,338
| -1% | -$253K | 1.14% | 17 |
|
|
2024
Q3 | $18M | Buy |
108,581
+3,465
| +3% | +$575K | 1.14% | 17 |
|
|
2024
Q2 | $18M | Buy |
105,116
+8,077
| +8% | +$1.39M | 1.2% | 16 |
|
|
2024
Q1 | $15.8M | Sell |
97,039
-191
| -0.2% | -$31.1K | 1.24% | 14 |
|
|
2023
Q4 | $13.6M | Buy |
97,230
+4,163
| +4% | +$582K | 1.24% | 14 |
|
|
2023
Q3 | $12.2M | Buy |
93,067
+2,560
| +3% | +$335K | 1.29% | 14 |
|
|
2023
Q2 | $10.8M | Buy |
90,507
+14,877
| +20% | +$1.78M | 1.19% | 14 |
|
|
2023
Q1 | $7.85M | Buy |
75,630
+8,024
| +12% | +$832K | 0.98% | 19 |
|
|
2022
Q4 | $5.96M | Buy |
67,606
+42,249
| +167% | +$3.73M | 0.9% | 24 |
|
|
2022
Q3 | $2.43M | Buy |
25,357
+24,141
| +1,985% | +$2.31M | 0.56% | 38 |
|
|
2022
Q2 | $2.65M | Buy |
1,216
+185
| +18% | +$403K | 0.68% | 31 |
|
|
2022
Q1 | $2.87M | Buy |
1,031
+231
| +29% | +$642K | 0.73% | 28 |
|
|
2021
Q4 | $2.32M | Buy |
+800
| New | +$2.32M | 0.65% | 29 |
|