Mosaic Family Wealth Partners’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
$856K Buy
4,855
+122
+3% +$21.5K 0.11% 92
2025
Q1
$732K Sell
4,733
-421
-8% -$65.1K 0.1% 103
2024
Q4
$976K Buy
5,154
+734
+17% +$139K 0.14% 82
2024
Q3
$733K Sell
4,420
-634
-13% -$105K 0.11% 92
2024
Q2
$921K Sell
5,054
-600
-11% -$109K 0.15% 80
2024
Q1
$853K Sell
5,654
-1,184
-17% -$179K 0.14% 85
2023
Q4
$955K Buy
6,838
+1,629
+31% +$228K 0.16% 71
2023
Q3
$682K Sell
5,209
-191
-4% -$25K 0.14% 88
2023
Q2
$646K Sell
5,400
-718
-12% -$85.9K 0.13% 90
2023
Q1
$635K Buy
6,118
+20
+0.3% +$2.08K 0.13% 90
2022
Q4
$538K Buy
+6,098
New +$538K 0.15% 95