HWA
Hillcrest 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 | $571K | Hold |
3,242
| – | – | 0.27% | 33 |
|
|
2025
Q1 | $501K | Hold |
3,242
| – | – | 0.25% | 35 |
|
|
2024
Q4 | $614K | Hold |
3,242
| – | – | 0.29% | 33 |
|
|
2024
Q3 | $538K | Hold |
3,242
| – | – | 0.27% | 32 |
|
|
2024
Q2 | $591K | Hold |
3,242
| – | – | 0.32% | 32 |
|
|
2024
Q1 | $489K | Hold |
3,242
| – | – | 0.27% | 33 |
|
|
2023
Q4 | $453K | Hold |
3,242
| – | – | 0.25% | 34 |
|
|
2023
Q3 | $424K | Hold |
3,242
| – | – | 0.24% | 36 |
|
|
2023
Q2 | $388K | Sell |
3,242
-600
| -16% | -$71.8K | 0.23% | 34 |
|
|
2023
Q1 | $399K | Sell |
3,842
-2
| -0.1% | -$207 | 0.24% | 37 |
|
|
2022
Q4 | $339K | Sell |
3,844
-365
| -9% | -$32.2K | 0.2% | 37 |
|
|
2022
Q3 | $403K | Buy |
4,209
+3,936
| +1,442% | +$377K | 0.26% | 39 |
|
|
2022
Q2 | $595K | Sell |
273
-6
| -2% | -$13.1K | 0.36% | 33 |
|
|
2022
Q1 | $776K | Sell |
279
-50
| -15% | -$139K | 0.43% | 29 |
|
|
2021
Q4 | $953K | Hold |
329
| – | – | 0.51% | 29 |
|
|
2021
Q3 | $880K | Sell |
329
-58
| -15% | -$155K | 0.52% | 28 |
|
|
2021
Q2 | $945K | Buy |
387
+69
| +22% | +$168K | 0.57% | 26 |
|
|
2021
Q1 | $656K | Hold |
318
| – | – | 0.4% | 28 |
|
|
2020
Q4 | $557K | Sell |
318
-197
| -38% | -$345K | 0.37% | 31 |
|
|
2020
Q3 | $755K | Buy |
+515
| New | +$755K | 0.54% | 34 |
|