IWA
Icon 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 | $9.23M | Buy |
52,377
+9,665
| +23% | +$1.7M | 0.66% | 34 |
|
|
2025
Q1 | $6.61M | Buy |
42,712
+1,507
| +4% | +$233K | 0.54% | 41 |
|
|
2024
Q4 | $7.8M | Sell |
41,205
-979
| -2% | -$185K | 0.64% | 30 |
|
|
2024
Q3 | $7M | Sell |
42,184
-220
| -0.5% | -$36.5K | 0.58% | 32 |
|
|
2024
Q2 | $7.27M | Buy |
42,404
+5,873
| +16% | +$1.01M | 0.65% | 30 |
|
|
2024
Q1 | $5.51M | Buy |
36,531
+11,898
| +48% | +$1.8M | 0.51% | 38 |
|
|
2023
Q4 | $3.44M | Buy |
+24,633
| New | +$3.44M | 0.36% | 59 |
|
|
2022
Q4 | $2.65M | Sell |
30,062
-20
| -0.1% | -$1.77K | 0.3% | 78 |
|
|
2022
Q3 | $2.88M | Buy |
+30,082
| New | +$2.88M | 0.35% | 71 |
|