MYIA
Mount Yale Investment Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
75,354
+1,600
| +2% | +$284K | 1.04% | 15 |
|
|
2025
Q1 | $11.5M | Sell |
73,754
-781
| -1% | -$122K | 0.99% | 14 |
|
|
2024
Q4 | $14.2M | Buy |
74,535
+1,071
| +1% | +$204K | 1.15% | 10 |
|
|
2024
Q3 | $12.3M | Sell |
73,464
-8,378
| -10% | -$1.4M | 1.18% | 7 |
|
|
2024
Q2 | $15M | Sell |
81,842
-23,296
| -22% | -$4.27M | 1.19% | 10 |
|
|
2024
Q1 | $16M | Buy |
105,138
+672
| +0.6% | +$102K | 1.23% | 9 |
|
|
2023
Q4 | $14.7M | Sell |
104,466
-5,566
| -5% | -$784K | 1.4% | 3 |
|
|
2023
Q3 | $14.5M | Buy |
110,032
+4,755
| +5% | +$627K | 1.58% | 3 |
|
|
2023
Q2 | $12.7M | Buy |
105,277
+12,029
| +13% | +$1.46M | 1.35% | 4 |
|
|
2023
Q1 | $9.7M | Buy |
93,248
+3,367
| +4% | +$350K | 1.09% | 7 |
|
|
2022
Q4 | $7.98M | Sell |
89,881
-6,437
| -7% | -$571K | 0.9% | 11 |
|
|
2022
Q3 | $9.26M | Buy |
96,318
+92,100
| +2,183% | +$8.86M | 1.23% | 6 |
|
|
2022
Q2 | $9.23M | Sell |
4,218
-129
| -3% | -$282K | 1.16% | 7 |
|
|
2022
Q1 | $12.1M | Buy |
4,347
+200
| +5% | +$559K | 1.32% | 5 |
|
|
2021
Q4 | $12M | Buy |
4,147
+146
| +4% | +$422K | 1.25% | 6 |
|
|
2021
Q3 | $10.7M | Sell |
4,001
-80
| -2% | -$213K | 1.23% | 6 |
|
|
2021
Q2 | $10.2M | Buy |
4,081
+10
| +0.2% | +$25.1K | 1.24% | 6 |
|
|
2021
Q1 | $8.42M | Buy |
4,071
+56
| +1% | +$116K | 1.1% | 7 |
|
|
2020
Q4 | $7.03M | Buy |
4,015
+989
| +33% | +$1.73M | 0.99% | 10 |
|
|
2020
Q3 | $4.45M | Buy |
3,026
+37
| +1% | +$54.4K | 0.63% | 32 |
|
|
2020
Q2 | $4.23M | Sell |
2,989
-232
| -7% | -$328K | 0.76% | 33 |
|
|
2020
Q1 | $3.75M | Sell |
3,221
-108
| -3% | -$126K | 0.84% | 26 |
|
|
2019
Q4 | $4.78M | Sell |
3,329
-1,762
| -35% | -$2.53M | 0.83% | 29 |
|
|
2019
Q3 | $6.61M | Sell |
5,091
-3,584
| -41% | -$4.65M | 1.18% | 26 |
|
|
2019
Q2 | $10.2M | Buy |
8,675
+384
| +5% | +$451K | 1.88% | 5 |
|
|
2019
Q1 | $9.73M | Buy |
8,291
+7,753
| +1,441% | +$9.1M | 1.82% | 5 |
|
|
2018
Q4 | $589K | Sell |
538
-67
| -11% | -$73.4K | 0.12% | 151 |
|
|
2018
Q3 | $662K | Sell |
605
-223
| -27% | -$244K | 0.12% | 142 |
|
|
2018
Q2 | $924K | Buy |
828
+410
| +98% | +$458K | 0.17% | 117 |
|
|
2018
Q1 | $431K | Buy |
+418
| New | +$431K | 0.09% | 198 |
|