Lutz Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
2,162
+31
| +1% | +$5.5K | 0.03% | 77 |
|
|
2025
Q1 | $333K | Buy |
2,131
+134
| +7% | +$20.9K | 0.03% | 79 |
|
|
2024
Q4 | $380K | Buy |
1,997
+119
| +6% | +$22.7K | 0.03% | 74 |
|
|
2024
Q3 | $314K | Buy |
1,878
+167
| +10% | +$27.9K | 0.03% | 79 |
|
|
2024
Q2 | $314K | Buy |
1,711
+180
| +12% | +$33K | 0.03% | 78 |
|
|
2024
Q1 | $233K | Sell |
1,531
-31
| -2% | -$4.72K | 0.02% | 83 |
|
|
2023
Q4 | $220K | Sell |
1,562
-65
| -4% | -$9.16K | 0.02% | 84 |
|
|
2023
Q3 | $215K | Sell |
1,627
-565
| -26% | -$74.5K | 0.02% | 78 |
|
|
2023
Q2 | $265K | Sell |
2,192
-212
| -9% | -$25.6K | 0.03% | 72 |
|
|
2023
Q1 | $250K | Buy |
+2,404
| New | +$250K | 0.03% | 73 |
|
|
2022
Q4 | – | Sell |
-2,230
| Closed | -$214K | – | 76 |
|
|
2022
Q3 | $214K | Buy |
+2,230
| New | +$214K | 0.03% | 69 |
|