Gentry Private Wealth’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
$900K Buy
5,108
+27
+0.5% +$4.76K 0.69% 19
2025
Q1
$786K Buy
+5,081
New +$786K 0.65% 23
2024
Q4
Sell
-4,414
Closed -$732K 53
2024
Q3
$732K Buy
4,414
+16
+0.4% +$2.65K 0.6% 28
2024
Q2
$801K Buy
+4,398
New +$801K 0.7% 23