IWA
IBEX 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 | $10.2M | Sell |
57,959
-9,664
| -14% | -$1.7M | 1.09% | 27 |
|
|
2025
Q1 | $10.5M | Buy |
67,623
+2,973
| +5% | +$460K | 1.38% | 23 |
|
|
2024
Q4 | $12.2M | Buy |
+64,650
| New | +$12.2M | 1.44% | 15 |
|
|
2024
Q3 | – | Sell |
-62,756
| Closed | -$11.4M | – | 151 |
|
|
2024
Q2 | $11.4M | Buy |
62,756
+12,104
| +24% | +$2.2M | 1.78% | 10 |
|
|
2024
Q1 | $4.47M | Buy |
50,652
+50,597
| +91,995% | +$4.46M | 1.21% | 33 |
|
|
2023
Q4 | $7.68K | Sell |
55
-51,197
| -100% | -$7.15M | 1.67% | 15 |
|
|
2023
Q3 | $6.71M | Buy |
+51,252
| New | +$6.71M | 1.71% | 16 |
|
|
2023
Q1 | $5.32M | Buy |
51,300
+648
| +1% | +$67.2K | 1.38% | 28 |
|
|
2022
Q4 | $4.47M | Sell |
50,652
-1,826
| -3% | -$161K | 1.01% | 35 |
|
|
2022
Q3 | $5.02M | Buy |
52,478
+49,776
| +1,842% | +$4.76M | 1.3% | 25 |
|
|
2022
Q2 | $5.89M | Buy |
2,702
+23
| +0.9% | +$50.1K | 1.36% | 24 |
|
|
2022
Q1 | $7.45M | Buy |
2,679
+23
| +0.9% | +$64K | 1.43% | 19 |
|
|
2021
Q4 | $7.7M | Buy |
2,656
+17
| +0.6% | +$49.3K | 1.36% | 18 |
|
|
2021
Q3 | $7.06M | Buy |
2,639
+90
| +4% | +$241K | 1.36% | 13 |
|
|
2021
Q2 | $6.22M | Buy |
+2,549
| New | +$6.22M | 1.24% | 18 |
|
|
2019
Q3 | – | Sell |
-3,773
| Closed | -$4.09M | – | 179 |
|
|
2019
Q2 | $4.09M | Buy |
+3,773
| New | +$4.09M | 1.18% | 23 |
|
|
2018
Q1 | – | Sell |
-2,859
| Closed | -$3.19M | – | 101 |
|
|
2017
Q4 | $3.19M | Sell |
2,859
-54
| -2% | -$60.2K | 1.41% | 30 |
|
|
2017
Q3 | $2.89M | Sell |
2,913
-53
| -2% | -$52.6K | 1.07% | 38 |
|
|
2017
Q2 | $2.82M | Buy |
2,966
+406
| +16% | +$386K | 1.11% | 35 |
|
|
2017
Q1 | $2.17M | Buy |
2,560
+162
| +7% | +$138K | 1.34% | 29 |
|
|
2016
Q4 | $1.99M | Buy |
2,398
+151
| +7% | +$125K | 0.95% | 40 |
|
|
2016
Q3 | $1.81M | Buy |
+2,247
| New | +$1.81M | 0.99% | 37 |
|