Instrumental Wealth’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
2,542
-14
-0.5% -$2.55K 0.37% 30
2025
Q1
$414K Sell
2,556
-37
-1% -$5.99K 0.38% 31
2024
Q4
$466K Buy
2,593
+366
+16% +$65.8K 0.44% 24
2024
Q3
$367K Buy
2,227
+143
+7% +$23.6K 0.36% 28
2024
Q2
$349K Buy
2,084
+100
+5% +$16.7K 0.36% 29
2024
Q1
$350K Buy
1,984
+145
+8% +$25.6K 0.15% 28
2023
Q4
$273K Sell
1,839
-53
-3% -$7.88K 0.3% 30
2023
Q3
$264K Buy
+1,892
New +$264K 0.31% 26