Lutz Financial Services’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
2,608
+45
| +2% | +$7.93K | 0.04% | 72 |
|
|
2025
Q1 | $396K | Buy |
2,563
+146
| +6% | +$22.6K | 0.03% | 73 |
|
|
2024
Q4 | $458K | Buy |
2,417
+197
| +9% | +$37.3K | 0.04% | 71 |
|
|
2024
Q3 | $368K | Buy |
2,220
+209
| +10% | +$34.7K | 0.03% | 73 |
|
|
2024
Q2 | $366K | Buy |
2,011
+283
| +16% | +$51.5K | 0.03% | 73 |
|
|
2024
Q1 | $261K | Sell |
1,728
-15
| -0.9% | -$2.26K | 0.02% | 81 |
|
|
2023
Q4 | $243K | Sell |
1,743
-142
| -8% | -$19.8K | 0.02% | 81 |
|
|
2023
Q3 | $247K | Sell |
1,885
-551
| -23% | -$72.1K | 0.03% | 74 |
|
|
2023
Q2 | $292K | Sell |
2,436
-16
| -0.7% | -$1.92K | 0.03% | 70 |
|
|
2023
Q1 | $254K | Buy |
+2,452
| New | +$254K | 0.03% | 71 |
|
|
2022
Q4 | – | Sell |
-2,127
| Closed | -$203K | – | 77 |
|
|
2022
Q3 | $203K | Buy |
+2,127
| New | +$203K | 0.03% | 71 |
|