LWA
Lantern Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.64M | Buy |
+15,394
| New | +$2.64M | 1.57% | 16 |
|
2024
Q4 | $3.1M | Buy |
16,383
+651
| +4% | +$123K | 2.01% | 13 |
|
2024
Q3 | $2.61M | Sell |
15,732
-426
| -3% | -$70.7K | 1.81% | 15 |
|
2024
Q2 | $2.95M | Sell |
16,158
-360
| -2% | -$65.8K | 2.14% | 13 |
|
2024
Q1 | $2.52M | Buy |
16,518
+420
| +3% | +$63.9K | 1.77% | 17 |
|
2023
Q4 | $2.25M | Buy |
+16,098
| New | +$2.25M | 1.76% | 17 |
|