Levy Wealth Management Group’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $357K | Sell |
1,948
-799
| -29% | -$147K | 0.09% | 73 |
|
2024
Q1 | $387K | Hold |
2,747
| – | – | 0.11% | 64 |
|
2023
Q4 | $387K | Hold |
2,747
| – | – | 0.11% | 64 |
|
2023
Q3 | $362K | Hold |
2,747
| – | – | 0.11% | 67 |
|
2023
Q2 | $332K | Hold |
2,747
| – | – | 0.1% | 76 |
|
2023
Q1 | $286K | Buy |
+2,747
| New | +$286K | 0.09% | 87 |
|
2022
Q4 | – | Sell |
-2,260
| Closed | -$217K | – | 95 |
|
2022
Q3 | $217K | Buy |
+2,260
| New | +$217K | 0.09% | 71 |
|
2022
Q1 | – | Sell |
-1,420
| Closed | -$205K | – | 78 |
|
2021
Q4 | $205K | Buy |
+1,420
| New | +$205K | 0.09% | 75 |
|