Financial Synergies Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
+1,455
| New | +$256K | 0.03% | 85 |
|
|
2024
Q2 | – | Sell |
-528
| Closed | -$79.7K | – | 219 |
|
|
2024
Q1 | $79.7K | Buy |
528
+448
| +560% | +$67.6K | 0.01% | 105 |
|
|
2023
Q4 | $7.06K | Sell |
80
-441
| -85% | -$38.9K | ﹤0.01% | 202 |
|
|
2023
Q3 | $68.2K | Buy |
521
+441
| +551% | +$57.7K | 0.01% | 100 |
|
|
2023
Q2 | $9.58K | Hold |
80
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $8.3K | Hold |
80
| – | – | ﹤0.01% | 239 |
|
|
2022
Q4 | $7.06K | Hold |
80
| – | – | ﹤0.01% | 202 |
|
|
2022
Q3 | $7.65K | Hold |
80
| – | – | ﹤0.01% | 177 |
|
|
2022
Q2 | $8.72K | Buy |
+80
| New | +$8.72K | ﹤0.01% | 175 |
|