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 |
|