Montz Harcus Wealth Management’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 | $848K | Buy |
4,780
+224
| +5% | +$39.7K | 0.41% | 29 |
|
|
2025
Q1 | $712K | Buy |
4,556
+452
| +11% | +$70.6K | 0.39% | 31 |
|
|
2024
Q4 | $782K | Buy |
4,104
+6
| +0.1% | +$1.14K | 0.44% | 25 |
|
|
2024
Q3 | $685K | Buy |
4,098
+12
| +0.3% | +$2.01K | 0.4% | 28 |
|
|
2024
Q2 | $749K | Buy |
4,086
+119
| +3% | +$21.8K | 0.49% | 26 |
|
|
2024
Q1 | $604K | Buy |
3,967
+31
| +0.8% | +$4.72K | 0.41% | 29 |
|
|
2023
Q4 | $555K | Buy |
3,936
+148
| +4% | +$20.9K | 0.42% | 26 |
|
|
2023
Q3 | $499K | Buy |
3,788
+406
| +12% | +$53.5K | 0.43% | 28 |
|
|
2023
Q2 | $409K | Buy |
3,382
+252
| +8% | +$30.5K | 0.34% | 33 |
|
|
2023
Q1 | $326K | Hold |
3,130
| – | – | 0.3% | 38 |
|
|
2022
Q4 | $278K | Hold |
3,130
| – | – | 0.28% | 42 |
|
|
2022
Q3 | $301K | Sell |
3,130
-50
| -2% | -$4.81K | 0.33% | 35 |
|
|
2022
Q2 | $348K | Hold |
3,180
| – | – | 0.37% | 32 |
|
|
2022
Q1 | $444K | Hold |
3,180
| – | – | 0.4% | 30 |
|
|
2021
Q4 | $460K | Buy |
+3,180
| New | +$460K | 0.4% | 28 |
|