IW
Instrumental Wealth’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
3,600
+84
| +2% | +$15.4K | 0.52% | 22 |
|
|
2025
Q1 | $576K | Buy |
3,516
+122
| +4% | +$20K | 0.52% | 23 |
|
|
2024
Q4 | $616K | Sell |
3,394
-118
| -3% | -$21.4K | 0.58% | 21 |
|
|
2024
Q3 | $584K | Buy |
3,512
+148
| +4% | +$24.6K | 0.57% | 22 |
|
|
2024
Q2 | $569K | Buy |
3,364
+270
| +9% | +$45.7K | 0.59% | 19 |
|
|
2024
Q1 | $551K | Buy |
3,094
+45
| +1% | +$8.01K | 0.24% | 21 |
|
|
2023
Q4 | $458K | Buy |
3,049
+128
| +4% | +$19.2K | 0.5% | 22 |
|
|
2023
Q3 | $412K | Buy |
2,921
+408
| +16% | +$57.5K | 0.48% | 19 |
|
|
2023
Q2 | $301K | Sell |
2,513
-29
| -1% | -$3.47K | 0.36% | 22 |
|
|
2023
Q1 | $270K | Buy |
+2,542
| New | +$270K | 0.36% | 23 |
|