Kapstone Financial Advisors’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 | $2.87M | Sell |
16,302
-615
| -4% | -$108K | 1.43% | 15 |
|
|
2025
Q1 | $2.62M | Sell |
16,917
-2
| -0% | -$309 | 1.48% | 16 |
|
|
2024
Q4 | $3.31M | Buy |
16,919
+72
| +0.4% | +$14.1K | 1.76% | 10 |
|
|
2024
Q3 | $2.76M | Sell |
16,847
-1,025
| -6% | -$168K | 1.67% | 12 |
|
|
2024
Q2 | $3.26M | Sell |
17,872
-300
| -2% | -$54.6K | 2.13% | 9 |
|
|
2024
Q1 | $2.74M | Sell |
18,172
-775
| -4% | -$117K | 1.87% | 10 |
|
|
2023
Q4 | $2.88M | Sell |
18,947
-110
| -0.6% | -$16.7K | 2.26% | 8 |
|
|
2023
Q3 | $2.49M | Buy |
19,057
+56
| +0.3% | +$7.33K | 2.25% | 9 |
|
|
2023
Q2 | $2.5M | Sell |
19,001
-1,420
| -7% | -$187K | 2.07% | 9 |
|
|
2023
Q1 | $2.19M | Buy |
20,421
+205
| +1% | +$22K | 1.98% | 9 |
|
|
2022
Q4 | $2.18M | Buy |
+20,216
| New | +$2.18M | 1.98% | 8 |
|