Kellett Wealth 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 | $744K | Buy |
4,219
+621
| +17% | +$109K | 0.49% | 29 |
|
|
2025
Q1 | $556K | Buy |
3,598
+730
| +25% | +$113K | 0.39% | 32 |
|
|
2024
Q4 | $543K | Buy |
2,868
+140
| +5% | +$26.5K | 0.37% | 31 |
|
|
2024
Q3 | $452K | Hold |
2,728
| – | – | 0.32% | 33 |
|
|
2024
Q2 | $497K | Buy |
2,728
+40
| +1% | +$7.29K | 0.4% | 31 |
|
|
2024
Q1 | $406K | Buy |
2,688
+130
| +5% | +$19.6K | 0.28% | 47 |
|
|
2023
Q4 | $357K | Buy |
2,558
+98
| +4% | +$13.7K | 0.27% | 48 |
|
|
2023
Q3 | $322K | Buy |
2,460
+620
| +34% | +$81.1K | 0.28% | 38 |
|
|
2023
Q2 | $220K | Buy |
+1,840
| New | +$220K | 0.2% | 51 |
|