Invera Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$317K Hold
2,033
0.37% 40
2024
Q4
$406K Sell
2,033
-19
-0.9% -$3.8K 0.4% 39
2024
Q3
$369K Hold
2,052
0.37% 38
2024
Q2
$391K Buy
+2,052
New +$391K 0.4% 38