IWP
Invenio 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 | $2.02M | Sell |
11,448
-3,288
| -22% | -$579K | 0.8% | 26 |
|
|
2025
Q1 | $2.28M | Buy |
14,736
+2,217
| +18% | +$343K | 0.96% | 24 |
|
|
2024
Q4 | $2.37M | Buy |
12,519
+951
| +8% | +$180K | 0.99% | 25 |
|
|
2024
Q3 | $1.92M | Buy |
11,568
+3,122
| +37% | +$518K | 0.83% | 25 |
|
|
2024
Q2 | $1.54M | Sell |
8,446
-196
| -2% | -$35.7K | 0.76% | 26 |
|
|
2024
Q1 | $1.3M | Sell |
8,642
-1,213
| -12% | -$183K | 0.7% | 29 |
|
|
2023
Q4 | $1.38M | Sell |
9,855
-323
| -3% | -$45.1K | 1% | 26 |
|
|
2023
Q3 | $1.33M | Buy |
10,178
+839
| +9% | +$110K | 1.21% | 22 |
|
|
2023
Q2 | $1.12M | Buy |
+9,339
| New | +$1.12M | 1.27% | 21 |
|