Lyell Wealth Management’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 | $26.9M | Buy |
152,482
+7,865
| +5% | +$1.39M | 2.12% | 10 |
|
2025
Q1 | $22.4M | Buy |
144,617
+5,864
| +4% | +$907K | 2.09% | 9 |
|
2024
Q4 | $26.3M | Sell |
138,753
-1,532
| -1% | -$290K | 2.35% | 8 |
|
2024
Q3 | $23.3M | Buy |
140,285
+1,612
| +1% | +$267K | 2.12% | 9 |
|
2024
Q2 | $25.3M | Buy |
138,673
+3,652
| +3% | +$665K | 2.41% | 6 |
|
2024
Q1 | $20.4M | Sell |
135,021
-4,136
| -3% | -$624K | 2.07% | 8 |
|
2023
Q4 | $19.4M | Buy |
139,157
+823
| +0.6% | +$115K | 2.21% | 7 |
|
2023
Q3 | $18.1M | Sell |
138,334
-1,067
| -0.8% | -$140K | 2.43% | 6 |
|
2023
Q2 | $16.7M | Sell |
139,401
-62
| -0% | -$7.42K | 2.13% | 7 |
|
2023
Q1 | $14.5M | Sell |
139,463
-16,680
| -11% | -$1.73M | 2.03% | 7 |
|
2022
Q4 | $13.8M | Sell |
156,143
-2,799
| -2% | -$247K | 2.18% | 5 |
|
2022
Q3 | $15.2M | Buy |
158,942
+3,902
| +3% | +$373K | 2.59% | 4 |
|
2022
Q2 | $16.9M | Buy |
155,040
+1,480
| +1% | +$161K | 2.76% | 3 |
|
2022
Q1 | $21.4M | Buy |
153,560
+1,440
| +0.9% | +$200K | 2.75% | 6 |
|
2021
Q4 | $22M | Buy |
152,120
+1,440
| +1% | +$209K | 2.52% | 6 |
|
2021
Q3 | $20.1M | Sell |
150,680
-100
| -0.1% | -$13.4K | 2.45% | 4 |
|
2021
Q2 | $18.4M | Buy |
150,780
+2,660
| +2% | +$325K | 2.28% | 8 |
|
2021
Q1 | $15.3M | Buy |
148,120
+13,080
| +10% | +$1.35M | 2.23% | 8 |
|
2020
Q4 | $11.8M | Buy |
135,040
+7,260
| +6% | +$636K | 1.89% | 12 |
|
2020
Q3 | $9.36M | Buy |
127,780
+200
| +0.2% | +$14.7K | 1.75% | 19 |
|
2020
Q2 | $9.05M | Buy |
127,580
+1,940
| +2% | +$138K | 1.98% | 12 |
|
2020
Q1 | $7.3M | Buy |
125,640
+9,280
| +8% | +$539K | 2.18% | 7 |
|
2019
Q4 | $7.79M | Buy |
116,360
+3,700
| +3% | +$248K | 2.08% | 9 |
|
2019
Q3 | $6.88M | Buy |
112,660
+1,240
| +1% | +$75.7K | 2.07% | 11 |
|
2019
Q2 | $6.03M | Buy |
111,420
+3,820
| +4% | +$207K | 1.82% | 14 |
|
2019
Q1 | $6.33M | Buy |
107,600
+3,740
| +4% | +$220K | 2.11% | 10 |
|
2018
Q4 | $5.43M | Sell |
103,860
-180
| -0.2% | -$9.4K | 2.27% | 8 |
|
2018
Q3 | $6.28M | Buy |
104,040
+2,960
| +3% | +$179K | 2.11% | 10 |
|
2018
Q2 | $5.71M | Sell |
101,080
-260
| -0.3% | -$14.7K | 2.09% | 9 |
|
2018
Q1 | $5.26M | Sell |
101,340
-120
| -0.1% | -$6.22K | 1.94% | 11 |
|
2017
Q4 | $5.34M | Buy |
101,460
+1,040
| +1% | +$54.8K | 2.12% | 8 |
|
2017
Q3 | $4.89M | Buy |
100,420
+3,980
| +4% | +$194K | 2.11% | 8 |
|
2017
Q2 | $4.48M | Buy |
96,440
+2,680
| +3% | +$125K | 2.18% | 7 |
|
2017
Q1 | $3.97M | Buy |
93,760
+5,500
| +6% | +$233K | 2.15% | 8 |
|
2016
Q4 | $3.5M | Buy |
+88,260
| New | +$3.5M | 2.17% | 5 |
|