Montz Harcus 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 | $966K | Sell |
5,484
-84
| -2% | -$14.8K | 0.47% | 25 |
|
|
2025
Q1 | $861K | Buy |
5,568
+1,512
| +37% | +$234K | 0.47% | 25 |
|
|
2024
Q4 | $768K | Sell |
4,056
-52
| -1% | -$9.85K | 0.43% | 26 |
|
|
2024
Q3 | $681K | Sell |
4,108
-11
| -0.3% | -$1.83K | 0.4% | 29 |
|
|
2024
Q2 | $750K | Sell |
4,119
-394
| -9% | -$71.8K | 0.49% | 25 |
|
|
2024
Q1 | $681K | Buy |
4,513
+47
| +1% | +$7.09K | 0.46% | 27 |
|
|
2023
Q4 | $624K | Sell |
4,466
-77
| -2% | -$10.8K | 0.48% | 25 |
|
|
2023
Q3 | $594K | Buy |
4,543
+50
| +1% | +$6.54K | 0.51% | 25 |
|
|
2023
Q2 | $538K | Sell |
4,493
-21
| -0.5% | -$2.51K | 0.44% | 27 |
|
|
2023
Q1 | $468K | Sell |
4,514
-26
| -0.6% | -$2.7K | 0.43% | 28 |
|
|
2022
Q4 | $401K | Buy |
4,540
+60
| +1% | +$5.29K | 0.4% | 30 |
|
|
2022
Q3 | $429K | Hold |
4,480
| – | – | 0.47% | 26 |
|
|
2022
Q2 | $488K | Buy |
4,480
+280
| +7% | +$30.5K | 0.51% | 24 |
|
|
2022
Q1 | $584K | Hold |
4,200
| – | – | 0.52% | 26 |
|
|
2021
Q4 | $608K | Buy |
+4,200
| New | +$608K | 0.53% | 25 |
|