Morling Financial Advisors’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
$1.38M Sell
7,796
-2,103
-21% -$373K 0.45% 25
2025
Q1
$1.55M Buy
9,899
+4,556
+85% +$712K 0.53% 22
2024
Q4
$1.02M Sell
5,343
-242
-4% -$46.1K 0.35% 28
2024
Q3
$934K Buy
5,585
+549
+11% +$91.8K 0.36% 30
2024
Q2
$924K Buy
5,036
+438
+10% +$80.3K 0.4% 27
2024
Q1
$700K Sell
4,598
-343
-7% -$52.2K 0.4% 31
2023
Q4
$696K Sell
4,941
-18
-0.4% -$2.54K 0.56% 29
2023
Q3
$654K Sell
4,959
-21
-0.4% -$2.77K 0.65% 28
2023
Q2
$602K Sell
4,980
-100
-2% -$12.1K 0.58% 31
2023
Q1
$528K Buy
5,080
+300
+6% +$31.2K 0.57% 31
2022
Q4
$424K Buy
4,780
+440
+10% +$39K 0.54% 34
2022
Q3
$417K Hold
4,340
0.57% 32
2022
Q2
$475K Hold
4,340
0.62% 33
2022
Q1
$606K Hold
4,340
0.77% 24
2021
Q4
$628K Buy
+4,340
New +$628K 0.6% 23