Kingswood 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 | $10.1M | Sell |
57,582
-2,250
| -4% | -$397K | 0.8% | 17 |
|
|
2025
Q1 | $9.27M | Buy |
59,832
+489
| +0.8% | +$75.8K | 0.85% | 13 |
|
|
2024
Q4 | $11.2M | Sell |
59,343
-23,672
| -29% | -$4.48M | 0.84% | 17 |
|
|
2024
Q3 | $13.8M | Buy |
83,015
+6,440
| +8% | +$1.07M | 0.98% | 12 |
|
|
2024
Q2 | $13.9M | Buy |
76,575
+14,117
| +23% | +$2.57M | 1.26% | 10 |
|
|
2024
Q1 | $9.43M | Sell |
62,458
-7,741
| -11% | -$1.17M | 1.09% | 10 |
|
|
2023
Q4 | $9.81M | Buy |
70,199
+40,183
| +134% | +$5.61M | 1.11% | 11 |
|
|
2023
Q3 | $10.2M | Sell |
30,016
-4,129
| -12% | -$1.4M | 1.74% | 7 |
|
|
2023
Q2 | $4.09M | Buy |
+34,145
| New | +$4.09M | 1.3% | 11 |
|