Mark Sheptoff Financial Planning’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Sell |
575
-412
| -42% | -$129K | 0.12% | 97 |
|
|
2025
Q4 | $309K | Hold |
987
| – | – | 0.15% | 80 |
|
|
2025
Q3 | $240K | Sell |
987
-47
| -5% | -$9.85K | 0.11% | 96 |
|
|
2025
Q2 | $182K | Buy |
1,034
+47
| +5% | +$7.69K | 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% | -$27.7K | 0.09% | 101 |
|
|
2024
Q2 | $210K | Hold |
1,152
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $174K | Buy |
1,152
+25
| +2% | +$3.58K | 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% | +$9.59K | 0.07% | 107 |
|
|
2022
Q4 | $90.6K | Sell |
1,027
-75
| -7% | -$7.13K | 0.05% | 117 |
|
|
2022
Q3 | $105K | Sell |
1,102
-178
| -14% | -$19.7K | 0.06% | 104 |
|
|
2022
Q2 | $139K | Hold |
1,280
| – | – | 0.08% | 103 |
|
|
2022
Q1 | $178K | Sell |
1,280
-400
| -24% | -$54.3K | 0.09% | 112 |
|
|
2021
Q4 | $243K | Hold |
1,680
| – | – | 0.12% | 100 |
|
|
2021
Q3 | $225K | Buy |
1,680
+140
| +9% | +$19.1K | 0.12% | 100 |
|
|
2021
Q2 | $188K | Hold |
1,540
| – | – | 0.1% | 105 |
|
|
2021
Q1 | $159K | Hold |
1,540
| – | – | 0.09% | 110 |
|
|
2020
Q4 | $135K | Buy |
1,540
+600
| +64% | +$50.5K | 0.08% | 117 |
|
|
2020
Q3 | $69K | Sell |
940
-300
| -24% | -$22.9K | 0.04% | 133 |
|
|
2020
Q2 | $88K | Sell |
1,240
-460
| -27% | -$31K | 0.06% | 120 |
|
|
2020
Q1 | $99K | Hold |
1,700
| – | – | 0.07% | 104 |
|
|
2019
Q4 | $114K | Hold |
1,700
| – | – | 0.07% | 113 |
|
|
2019
Q3 | $104K | Buy |
1,700
+300
| +21% | +$17.8K | 0.07% | 113 |
|
|
2019
Q2 | $76K | Hold |
1,400
| – | – | 0.05% | 132 |
|
|
2019
Q1 | $82K | Buy |
1,400
+100
| +8% | +$5.65K | 0.06% | 125 |
|
|
2018
Q4 | $68K | Buy |
1,300
+400
| +44% | +$21.6K | 0.06% | 121 |
|
|
2018
Q3 | $54K | Hold |
900
| – | – | 0.04% | 156 |
|
|
2018
Q2 | $51K | Hold |
900
| – | – | 0.04% | 154 |
|
|
2018
Q1 | $47K | Hold |
900
| – | – | 0.03% | 164 |
|
|
2017
Q4 | $47K | Hold |
900
| – | – | 0.03% | 176 |
|
|
2017
Q3 | $44K | Hold |
900
| – | – | 0.03% | 181 |
|
|
2017
Q2 | $42K | Sell |
900
-20
| -2% | -$936 | 0.03% | 180 |
|
|
2017
Q1 | $38K | Buy |
920
+260
| +39% | +$10.9K | 0.03% | 190 |
|
|
2016
Q4 | $26K | Hold |
660
| – | – | 0.02% | 203 |
|
|
2016
Q3 | $27K | Hold |
660
| – | – | 0.02% | 201 |
|
|
2016
Q2 | $23K | Hold |
660
| – | – | 0.02% | 197 |
|
|
2016
Q1 | $25K | Buy |
660
+200
| +43% | +$7.36K | 0.02% | 192 |
|
|
2015
Q4 | $18K | Buy |
+460
| New | +$17K | 0.01% | 229 |
|
Other funds holding GOOGL
VCM
VPM
Mark Sheptoff Financial Planning's GOOGL Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its Alphabet (Google) Class A (GOOGL) stake by 42% in Q1 2026, selling an estimated $129K and leaving 575 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #97.
Mark Sheptoff Financial Planning first reported a position in GOOGL in Q4 2015 and has held it in 42 quarters since. The position peaked at $309K in Q4 2025. 5,615 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.
- Mark Sheptoff Financial Planning held 575 shares of Alphabet (Google) Class A worth $223K as of Q1 2026.
- Mark Sheptoff Financial Planning sold 412 Alphabet (Google) Class A shares in Q1 2026, an estimated $129K.
- Alphabet (Google) Class A made up 0.12% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #97 holding.
- Mark Sheptoff Financial Planning first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 42 quarters since.
- Mark Sheptoff Financial Planning's Alphabet (Google) Class A position peaked at $309K in Q4 2025.
- 5,615 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.