HWA
HCR 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 | $4.22M | Buy |
23,796
+686
| +3% | +$122K | 0.5% | 34 |
|
2025
Q1 | $3.61M | Buy |
23,110
+446
| +2% | +$69.7K | 0.47% | 37 |
|
2024
Q4 | $4.32M | Buy |
22,664
+449
| +2% | +$85.5K | 0.54% | 27 |
|
2024
Q3 | $3.71M | Sell |
22,215
-518
| -2% | -$86.6K | 0.49% | 35 |
|
2024
Q2 | $4.17M | Buy |
22,733
+138
| +0.6% | +$25.3K | 0.6% | 24 |
|
2024
Q1 | $3.44M | Sell |
22,595
-60
| -0.3% | -$9.14K | 0.52% | 29 |
|
2023
Q4 | $3.19M | Buy |
22,655
+6,636
| +41% | +$935K | 0.5% | 33 |
|
2023
Q3 | $2.11M | Sell |
16,019
-723
| -4% | -$95.3K | 0.46% | 37 |
|
2023
Q2 | $2.03M | Sell |
16,742
-1,119
| -6% | -$135K | 0.38% | 57 |
|
2023
Q1 | $1.86M | Buy |
17,861
+4
| +0% | +$416 | 0.37% | 58 |
|
2022
Q4 | $1.58M | Sell |
17,857
-219
| -1% | -$19.4K | 0.33% | 64 |
|
2022
Q3 | $1.74M | Buy |
18,076
+17,183
| +1,924% | +$1.65M | 0.37% | 59 |
|
2022
Q2 | $1.95M | Hold |
893
| – | – | 0.39% | 55 |
|
2022
Q1 | $2.49M | Sell |
893
-5
| -0.6% | -$14K | 0.41% | 52 |
|
2021
Q4 | $2.6M | Sell |
898
-30
| -3% | -$86.8K | 0.4% | 59 |
|
2021
Q3 | $2.47M | Sell |
928
-18
| -2% | -$48K | 0.41% | 58 |
|
2021
Q2 | $2.37M | Sell |
946
-3
| -0.3% | -$7.52K | 0.41% | 53 |
|
2021
Q1 | $1.96M | Sell |
949
-309
| -25% | -$639K | 0.39% | 57 |
|
2020
Q4 | $2.2M | Buy |
1,258
+12
| +1% | +$21K | 0.46% | 42 |
|
2020
Q3 | $1.83M | Sell |
1,246
-45
| -3% | -$66.1K | 0.42% | 49 |
|
2020
Q2 | $1.86M | Sell |
1,291
-22
| -2% | -$31.6K | 0.44% | 38 |
|
2020
Q1 | $1.53M | Sell |
1,313
-362
| -22% | -$421K | 0.44% | 41 |
|
2019
Q4 | $2.24M | Buy |
1,675
+47
| +3% | +$62.9K | 0.54% | 33 |
|
2019
Q3 | $1.99M | Sell |
1,628
-147
| -8% | -$179K | 0.66% | 34 |
|
2019
Q2 | $1.92M | Hold |
1,775
| – | – | 0.55% | 36 |
|
2019
Q1 | $2.08M | Sell |
1,775
-253
| -12% | -$297K | 0.6% | 34 |
|
2018
Q4 | $2.1M | Buy |
2,028
+5
| +0.2% | +$5.18K | 0.68% | 28 |
|
2018
Q3 | $2.23M | Sell |
2,023
-21
| -1% | -$23.2K | 0.73% | 27 |
|
2018
Q2 | $2.28M | Hold |
2,044
| – | – | 0.75% | 27 |
|
2018
Q1 | $2.11M | Buy |
2,044
+8
| +0.4% | +$8.25K | 0.73% | 27 |
|
2017
Q4 | $2.13M | Sell |
2,036
-2
| -0.1% | -$2.09K | 0.74% | 27 |
|
2017
Q3 | $1.96M | Sell |
2,038
-7
| -0.3% | -$6.72K | 0.82% | 27 |
|
2017
Q2 | $1.86M | Buy |
2,045
+50
| +3% | +$45.4K | 0.92% | 28 |
|
2017
Q1 | $1.66M | Hold |
1,995
| – | – | 0.85% | 30 |
|
2016
Q4 | $1.54M | Buy |
+1,995
| New | +$1.54M | 0.81% | 31 |
|