Holistic Planning’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 | $1.02M | Buy |
5,729
+1,595
| +39% | +$283K | 0.29% | 68 |
|
|
2025
Q1 | $646K | Buy |
4,134
+12
| +0.3% | +$1.88K | 0.22% | 81 |
|
|
2024
Q4 | $785K | Buy |
4,122
+410
| +11% | +$78.1K | 0.28% | 67 |
|
|
2024
Q3 | $621K | Sell |
3,712
-47
| -1% | -$7.86K | 0.26% | 74 |
|
|
2024
Q2 | $572K | Hold |
3,759
| – | – | 0.44% | 58 |
|
|
2024
Q1 | $572K | Sell |
3,759
-724
| -16% | -$110K | 0.44% | 59 |
|
|
2023
Q4 | $632K | Buy |
+4,483
| New | +$632K | 0.53% | 51 |
|