MSFP
Mark Sheptoff Financial Planning’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
1,034
+47
| +5% | +$8.28K | 0.1% | 93 |
|
|
2025
Q1 | $153K | Hold |
987
| – | – | 0.08% | 99 |
|
|
2024
Q4 | $187K | Hold |
987
| – | – | 0.1% | 94 |
|
|
2024
Q3 | $164K | Sell |
987
-165
| -14% | -$27.4K | 0.09% | 101 |
|
|
2024
Q2 | $210K | Hold |
1,152
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $174K | Buy |
1,152
+25
| +2% | +$3.77K | 0.1% | 104 |
|
|
2023
Q4 | $157K | Hold |
1,127
| – | – | 0.09% | 102 |
|
|
2023
Q3 | $147K | Hold |
1,127
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $135K | Hold |
1,127
| – | – | 0.08% | 106 |
|
|
2023
Q1 | $117K | Buy |
1,127
+100
| +10% | +$10.4K | 0.07% | 107 |
|
|
2022
Q4 | $90.6K | Sell |
1,027
-75
| -7% | -$6.62K | 0.05% | 117 |
|
|
2022
Q3 | $105K | Buy |
1,102
+1,038
| +1,622% | +$98.9K | 0.06% | 104 |
|
|
2022
Q2 | $139K | Hold |
64
| – | – | 0.08% | 103 |
|
|
2022
Q1 | $178K | Sell |
64
-20
| -24% | -$55.6K | 0.09% | 112 |
|
|
2021
Q4 | $243K | Hold |
84
| – | – | 0.12% | 100 |
|
|
2021
Q3 | $225K | Buy |
84
+7
| +9% | +$18.8K | 0.12% | 100 |
|
|
2021
Q2 | $188K | Hold |
77
| – | – | 0.1% | 105 |
|
|
2021
Q1 | $159K | Hold |
77
| – | – | 0.09% | 110 |
|
|
2020
Q4 | $135K | Buy |
77
+30
| +64% | +$52.6K | 0.08% | 117 |
|
|
2020
Q3 | $69K | Sell |
47
-15
| -24% | -$22K | 0.04% | 133 |
|
|
2020
Q2 | $88K | Sell |
62
-23
| -27% | -$32.6K | 0.06% | 120 |
|
|
2020
Q1 | $99K | Hold |
85
| – | – | 0.07% | 104 |
|
|
2019
Q4 | $114K | Hold |
85
| – | – | 0.07% | 113 |
|
|
2019
Q3 | $104K | Buy |
85
+15
| +21% | +$18.4K | 0.07% | 113 |
|
|
2019
Q2 | $76K | Hold |
70
| – | – | 0.05% | 132 |
|
|
2019
Q1 | $82K | Buy |
70
+5
| +8% | +$5.86K | 0.06% | 125 |
|
|
2018
Q4 | $68K | Buy |
65
+20
| +44% | +$20.9K | 0.06% | 121 |
|
|
2018
Q3 | $54K | Hold |
45
| – | – | 0.04% | 156 |
|
|
2018
Q2 | $51K | Hold |
45
| – | – | 0.04% | 154 |
|
|
2018
Q1 | $47K | Hold |
45
| – | – | 0.03% | 164 |
|
|
2017
Q4 | $47K | Hold |
45
| – | – | 0.03% | 176 |
|
|
2017
Q3 | $44K | Hold |
45
| – | – | 0.03% | 181 |
|
|
2017
Q2 | $42K | Sell |
45
-1
| -2% | -$933 | 0.03% | 180 |
|
|
2017
Q1 | $38K | Buy |
46
+13
| +39% | +$10.7K | 0.03% | 190 |
|
|
2016
Q4 | $26K | Hold |
33
| – | – | 0.02% | 203 |
|
|
2016
Q3 | $27K | Hold |
33
| – | – | 0.02% | 201 |
|
|
2016
Q2 | $23K | Hold |
33
| – | – | 0.02% | 197 |
|
|
2016
Q1 | $25K | Buy |
33
+10
| +43% | +$7.58K | 0.02% | 192 |
|
|
2015
Q4 | $18K | Buy |
+23
| New | +$18K | 0.01% | 229 |
|