GWA
Geometric 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 | $623K | Sell |
3,512
-891
| -20% | -$158K | 0.09% | 36 |
|
|
2025
Q1 | $688K | Sell |
4,403
-1,809
| -29% | -$283K | 0.12% | 30 |
|
|
2024
Q4 | $1.18M | Buy |
6,212
+135
| +2% | +$25.7K | 0.22% | 19 |
|
|
2024
Q3 | $1.02M | Sell |
6,077
-670
| -10% | -$112K | 0.19% | 20 |
|
|
2024
Q2 | $1.24M | Buy |
6,747
+1,720
| +34% | +$315K | 0.25% | 13 |
|
|
2024
Q1 | $765K | Hold |
5,027
| – | – | 0.18% | 18 |
|
|
2023
Q4 | $708K | Hold |
5,027
| – | – | 0.19% | 16 |
|
|
2023
Q3 | $663K | Buy |
5,027
+613
| +14% | +$80.8K | 0.21% | 15 |
|
|
2023
Q2 | $555K | Buy |
4,414
+174
| +4% | +$21.9K | 0.17% | 18 |
|
|
2023
Q1 | $459K | Hold |
4,240
| – | – | 0.16% | 18 |
|
|
2022
Q4 | $376K | Sell |
4,240
-20
| -0.5% | -$1.78K | 0.15% | 18 |
|
|
2022
Q3 | $410K | Buy |
4,260
+4,048
| +1,909% | +$390K | 0.2% | 13 |
|
|
2022
Q2 | $464K | Sell |
212
-1
| -0.5% | -$2.19K | 0.23% | 17 |
|
|
2022
Q1 | $595K | Buy |
213
+1
| +0.5% | +$2.79K | 1.78% | 13 |
|
|
2021
Q4 | $613K | Buy |
+212
| New | +$613K | 0.29% | 10 |
|