HNWA
Henrickson Nauta Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $619K | Buy |
3,511
+12
| +0.3% | +$2.12K | 0.21% | 46 |
|
2025
Q1 | $535K | Buy |
3,499
+158
| +5% | +$24.1K | 0.22% | 42 |
|
2024
Q4 | $633K | Buy |
3,341
+47
| +1% | +$8.9K | 0.26% | 38 |
|
2024
Q3 | $546K | Buy |
3,294
+20
| +0.6% | +$3.32K | 0.22% | 43 |
|
2024
Q2 | $596K | Hold |
3,274
| – | – | 0.25% | 40 |
|
2024
Q1 | $511K | Buy |
3,274
+68
| +2% | +$10.6K | 0.23% | 42 |
|
2023
Q4 | $448K | Buy |
3,206
+345
| +12% | +$48.2K | 0.22% | 46 |
|
2023
Q3 | $374K | Buy |
2,861
+80
| +3% | +$10.5K | 0.23% | 37 |
|
2023
Q2 | $333K | Hold |
2,781
| – | – | 0.23% | 39 |
|
2023
Q1 | $289K | Buy |
2,781
+7
| +0.3% | +$726 | 0.21% | 39 |
|
2022
Q4 | $245K | Sell |
2,774
-14
| -0.5% | -$1.24K | 0.19% | 47 |
|
2022
Q3 | $267K | Buy |
2,788
+2,650
| +1,920% | +$254K | 0.25% | 32 |
|
2022
Q2 | $301K | Hold |
138
| – | – | 0.28% | 32 |
|
2022
Q1 | $384K | Hold |
138
| – | – | 0.32% | 25 |
|
2021
Q4 | $361K | Buy |
+138
| New | +$361K | 0.29% | 26 |
|