IWA
Inspirion 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 | $650K | Buy |
3,691
+91
| +3% | +$16K | 0.09% | 86 |
|
|
2025
Q1 | $557K | Buy |
3,600
+1,776
| +97% | +$275K | 0.08% | 88 |
|
|
2024
Q4 | $357K | Hold |
1,824
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $303K | Buy |
1,824
+11
| +0.6% | +$1.83K | 0.04% | 120 |
|
|
2024
Q2 | $330K | Buy |
1,813
+143
| +9% | +$26K | 0.05% | 113 |
|
|
2024
Q1 | $252K | Hold |
1,670
| – | – | 0.04% | 127 |
|
|
2023
Q4 | $231K | Buy |
+1,670
| New | +$231K | 0.04% | 126 |
|
|
2020
Q1 | – | Sell |
-164
| Closed | -$220K | – | 77 |
|
|
2019
Q4 | $220K | Hold |
164
| – | – | 0.07% | 73 |
|
|
2019
Q3 | $200K | Buy |
+164
| New | +$200K | 0.09% | 72 |
|
|
2019
Q2 | – | Sell |
-241
| Closed | -$284K | – | 76 |
|
|
2019
Q1 | $284K | Buy |
241
+2
| +0.8% | +$2.36K | 0.13% | 59 |
|
|
2018
Q4 | $250K | Buy |
239
+50
| +26% | +$52.3K | 0.12% | 60 |
|
|
2018
Q3 | $228K | Hold |
189
| – | – | 0.1% | 68 |
|
|
2018
Q2 | $213K | Buy |
+189
| New | +$213K | 0.1% | 70 |
|