GoalVest Advisory’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Buy |
1,557
+156
| +11% | +$27.7K | 0.07% | 109 |
|
2025
Q1 | $219K | Buy |
1,401
+556
| +66% | +$86.9K | 0.06% | 112 |
|
2024
Q4 | $161K | Sell |
845
-566
| -40% | -$108K | 0.04% | 126 |
|
2024
Q3 | $236K | Buy |
1,411
+259
| +22% | +$43.3K | 0.07% | 98 |
|
2024
Q2 | $211K | Sell |
1,152
-652
| -36% | -$120K | 0.07% | 98 |
|
2024
Q1 | $275K | Buy |
1,804
+252
| +16% | +$38.4K | 0.09% | 90 |
|
2023
Q4 | $219K | Buy |
1,552
+458
| +42% | +$64.5K | 0.1% | 63 |
|
2023
Q3 | $144K | Sell |
1,094
-136
| -11% | -$17.9K | 0.07% | 83 |
|
2023
Q2 | $149K | Sell |
1,230
-220
| -15% | -$26.6K | 0.08% | 81 |
|
2023
Q1 | $151K | Sell |
1,450
-406
| -22% | -$42.2K | 0.09% | 76 |
|
2022
Q4 | $165K | Buy |
1,856
+201
| +12% | +$17.8K | 0.11% | 80 |
|
2022
Q3 | $159K | Sell |
1,655
-165
| -9% | -$15.9K | 0.11% | 81 |
|
2022
Q2 | $207K | Buy |
1,820
+40
| +2% | +$4.55K | 0.13% | 111 |
|
2022
Q1 | $249K | Buy |
+1,780
| New | +$249K | 0.14% | 104 |
|
2021
Q2 | $549K | Buy |
4,380
+160
| +4% | +$20.1K | 0.34% | 80 |
|
2021
Q1 | $436K | Sell |
4,220
-1,600
| -27% | -$165K | 0.33% | 91 |
|
2020
Q4 | $510K | Buy |
+5,820
| New | +$510K | 0.43% | 69 |
|