LWA
Ledgewood 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 | $1.19M | Sell |
6,717
-703
| -9% | -$125K | 0.75% | 27 |
|
|
2025
Q1 | $1.16M | Hold |
7,420
| – | – | 0.75% | 27 |
|
|
2024
Q4 | $1.41M | Sell |
7,420
-152
| -2% | -$28.9K | 0.91% | 21 |
|
|
2024
Q3 | $1.27M | Buy |
7,572
+400
| +6% | +$66.9K | 0.85% | 22 |
|
|
2024
Q2 | $1.32M | Hold |
7,172
| – | – | 1.13% | 22 |
|
|
2024
Q1 | $1.09M | Sell |
7,172
-600
| -8% | -$91.4K | 1.01% | 22 |
|
|
2023
Q4 | $1.1M | Buy |
+7,772
| New | +$1.1M | 1.01% | 22 |
|