IWP
Insight Wealth Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $212K | Buy |
+1,201
| New | +$212K | 0.08% | 104 |
|
2025
Q1 | – | Sell |
-1,240
| Closed | -$235K | – | 110 |
|
2024
Q4 | $235K | Buy |
+1,240
| New | +$235K | 0.03% | 83 |
|
2022
Q2 | – | Sell |
-128
| Closed | -$356K | – | 64 |
|
2022
Q1 | $356K | Sell |
128
-47
| -27% | -$131K | 0.2% | 51 |
|
2021
Q4 | $507K | Buy |
+175
| New | +$507K | 0.09% | 44 |
|