GWANC
Guardian Wealth Advisors (North Carolina)’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.05M | Buy |
45,688
+6,457
| +16% | +$1.14M | 0.57% | 37 |
|
2025
Q1 | $6.07M | Buy |
39,231
+1,434
| +4% | +$222K | 0.49% | 38 |
|
2024
Q4 | $7.15M | Buy |
37,797
+3,361
| +10% | +$636K | 0.56% | 36 |
|
2024
Q3 | $5.71M | Sell |
34,436
-7,775
| -18% | -$1.29M | 0.61% | 29 |
|
2024
Q2 | $7.69M | Sell |
42,211
-232
| -0.5% | -$42.3K | 0.9% | 21 |
|
2024
Q1 | $6.41M | Sell |
42,443
-631
| -1% | -$95.2K | 0.78% | 21 |
|
2023
Q4 | $6.02M | Sell |
43,074
-679
| -2% | -$94.9K | 0.91% | 19 |
|
2023
Q3 | $5.73M | Buy |
43,753
+776
| +2% | +$102K | 0.97% | 19 |
|
2023
Q2 | $5.14M | Buy |
42,977
+3,470
| +9% | +$415K | 0.88% | 19 |
|
2023
Q1 | $4.1M | Buy |
39,507
+2,802
| +8% | +$291K | 0.72% | 20 |
|
2022
Q4 | $3.24M | Buy |
36,705
+1,229
| +3% | +$108K | 0.62% | 18 |
|
2022
Q3 | $3.39M | Buy |
35,476
+33,707
| +1,905% | +$3.22M | 0.63% | 19 |
|
2022
Q2 | $3.86M | Buy |
1,769
+486
| +38% | +$1.06M | 0.7% | 17 |
|
2022
Q1 | $3.57M | Sell |
1,283
-46
| -3% | -$128K | 1.54% | 12 |
|
2021
Q4 | $3.85M | Buy |
+1,329
| New | +$3.85M | 1.66% | 12 |
|