LWA
Ledgewood 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 | $1.57M | Sell |
8,900
-600
| -6% | -$106K | 0.99% | 22 |
|
2025
Q1 | $1.47M | Hold |
9,500
| – | – | 0.95% | 22 |
|
2024
Q4 | $1.8M | Sell |
9,500
-280
| -3% | -$53K | 1.16% | 20 |
|
2024
Q3 | $1.62M | Buy |
9,780
+400
| +4% | +$66.3K | 1.09% | 19 |
|
2024
Q2 | $1.71M | Hold |
9,380
| – | – | 1.47% | 18 |
|
2024
Q1 | $1.42M | Sell |
9,380
-600
| -6% | -$90.6K | 1.32% | 19 |
|
2023
Q4 | $1.39M | Buy |
+9,980
| New | +$1.39M | 1.29% | 19 |
|