KWA
Kingswood Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
33,477
-1,139
| -3% | -$202K | 0.47% | 34 |
|
|
2025
Q1 | $5.42M | Sell |
34,616
-3,203
| -8% | -$502K | 0.5% | 33 |
|
|
2024
Q4 | $7.2M | Sell |
37,819
-56,017
| -60% | -$10.7M | 0.54% | 28 |
|
|
2024
Q3 | $15.7M | Buy |
93,836
+17,054
| +22% | +$2.85M | 1.12% | 8 |
|
|
2024
Q2 | $14.1M | Buy |
76,782
+6,706
| +10% | +$1.23M | 1.27% | 8 |
|
|
2024
Q1 | $10.7M | Sell |
70,076
-9,932
| -12% | -$1.51M | 1.23% | 8 |
|
|
2023
Q4 | $11.3M | Buy |
80,008
+19,511
| +32% | +$2.75M | 1.28% | 9 |
|
|
2023
Q3 | $7.98M | Buy |
60,497
+43,946
| +266% | +$5.79M | 1.36% | 9 |
|
|
2023
Q2 | $2M | Buy |
+16,551
| New | +$2M | 0.64% | 40 |
|