IWA
IBEX 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 | $248K | Buy |
+1,400
| New | +$248K | 0.03% | 180 |
|
|
2025
Q1 | – | Sell |
-1,501
| Closed | -$286K | – | 157 |
|
|
2024
Q4 | $286K | Buy |
+1,501
| New | +$286K | 0.03% | 183 |
|
|
2024
Q3 | – | Sell |
-25,167
| Closed | -$4.62M | – | 150 |
|
|
2024
Q2 | $4.62M | Buy |
25,167
+18,406
| +272% | +$3.38M | 0.72% | 43 |
|
|
2024
Q1 | $600K | Buy |
6,761
+6,735
| +25,904% | +$598K | 0.16% | 77 |
|
|
2023
Q4 | $3.68K | Sell |
26
-22,857
| -100% | -$3.24M | 0.8% | 46 |
|
|
2023
Q3 | $3.02M | Buy |
+22,883
| New | +$3.02M | 0.77% | 46 |
|
|
2023
Q1 | $2.26M | Buy |
21,731
+14,970
| +221% | +$1.56M | 0.59% | 55 |
|
|
2022
Q4 | $600K | Hold |
6,761
| – | – | 0.14% | 112 |
|
|
2022
Q3 | $650K | Buy |
6,761
+6,421
| +1,889% | +$617K | 0.17% | 95 |
|
|
2022
Q2 | $744K | Sell |
340
-754
| -69% | -$1.65M | 0.17% | 101 |
|
|
2022
Q1 | $3.06M | Sell |
1,094
-295
| -21% | -$824K | 0.59% | 62 |
|
|
2021
Q4 | $4.02M | Hold |
1,389
| – | – | 0.71% | 55 |
|
|
2021
Q3 | $3.7M | Buy |
1,389
+11
| +0.8% | +$29.3K | 0.71% | 59 |
|
|
2021
Q2 | $3.45M | Buy |
+1,378
| New | +$3.45M | 0.69% | 62 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$16K | – | 178 |
|
|
2019
Q2 | $16K | Buy |
+15
| New | +$16K | ﹤0.01% | 285 |
|
|
2018
Q1 | – | Sell |
-459
| Closed | -$508K | – | 100 |
|
|
2017
Q4 | $508K | Buy |
459
+60
| +15% | +$66.4K | 0.22% | 70 |
|
|
2017
Q3 | $390K | Sell |
399
-10
| -2% | -$9.77K | 0.14% | 103 |
|
|
2017
Q2 | $379K | Buy |
409
+9
| +2% | +$8.34K | 0.15% | 106 |
|
|
2017
Q1 | $333K | Sell |
400
-19
| -5% | -$15.8K | 0.21% | 70 |
|
|
2016
Q4 | $337K | Buy |
+419
| New | +$337K | 0.16% | 99 |
|