KLI

Kelman-Lazarov Inc’s Alphabet (Google) Class C GOOG Stock Holding History

Kelman-Lazarov Inc’s Portfolio GOOG Stock Details GOOG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$675K	Buy	3,807 +141	+4%	+$25K	0.11%	68
2025 Q1	$573K	Buy	3,666 +197	+6%	+$30.8K	0.1%	72
2024 Q4	$661K	Hold	3,469	–	–	0.12%	63
2024 Q3	$580K	Hold	3,469	–	–	0.1%	70
2024 Q2	$636K	Sell	3,469 -700	-17%	-$128K	0.12%	61
2024 Q1	$635K	Hold	4,169	–	–	0.12%	61
2023 Q4	$588K	Sell	4,169 -71	-2%	-$10K	0.13%	61
2023 Q3	$559K	Buy	4,240 +40	+1%	+$5.27K	0.13%	56
2023 Q2	$508K	Hold	4,200	–	–	0.12%	63
2023 Q1	$437K	Sell	4,200 -500	-11%	-$52K	0.11%	65
2022 Q4	$417K	Hold	4,700	–	–	0.12%	63
2022 Q3	$452K	Buy	4,700 +4,490	+2,138%	+$432K	0.15%	52
2022 Q2	$459K	Hold	210	–	–	0.16%	54
2022 Q1	$587K	Sell	210 -10	-5%	-$28K	0.2%	43
2021 Q4	$637K	Buy	220 +15	+7%	+$43.4K	0.21%	42
2021 Q3	$546K	Hold	205	–	–	0.19%	48
2021 Q2	$514K	Sell	205 -18	-8%	-$45.1K	0.18%	48
2021 Q1	$461K	Hold	223	–	–	0.16%	51
2020 Q4	$391K	Hold	223	–	–	0.15%	49
2020 Q3	$328K	Hold	223	–	–	0.15%	56
2020 Q2	$315K	Sell	223 -15	-6%	-$21.2K	0.15%	57
2020 Q1	$277K	Sell	238 -100	-30%	-$116K	0.15%	62
2019 Q4	$452K	Hold	338	–	–	0.2%	57
2019 Q3	$412K	Hold	338	–	–	0.2%	66
2019 Q2	$365K	Sell	338 -37	-10%	-$40K	0.19%	67
2019 Q1	$440K	Sell	375 -52	-12%	-$61K	0.23%	65
2018 Q4	$442K	Hold	427	–	–	0.28%	67
2018 Q3	$510K	Sell	427 -145	-25%	-$173K	0.3%	71
2018 Q2	$638K	Sell	572 -46	-7%	-$51.3K	0.34%	67
2018 Q1	$638K	Sell	618 -55	-8%	-$56.8K	0.34%	69
2017 Q4	$704K	Buy	673 +2	+0.3%	+$2.09K	0.36%	66
2017 Q3	$644K	Sell	671 -112	-14%	-$107K	0.34%	73
2017 Q2	$712K	Buy	783 +151	+24%	+$137K	0.39%	69
2017 Q1	$524K	Sell	632 -100	-14%	-$82.9K	0.34%	73
2016 Q4	$565K	Sell	732 -49	-6%	-$37.8K	0.32%	74
2016 Q3	$606K	Sell	781 -25	-3%	-$19.4K	0.34%	73
2016 Q2	$564K	Sell	806 -68	-8%	-$47.5K	0.32%	80
2016 Q1	$655K	Buy	+874	New	+$655K	0.38%	76