MPS Loria Financial Planners’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 | $1.42M | Buy |
8,075
+4
| +0% | +$705 | 0.42% | 22 |
|
2025
Q1 | $1.25M | Buy |
8,071
+4
| +0% | +$619 | 0.37% | 23 |
|
2024
Q4 | $1.53M | Buy |
8,067
+3
| +0% | +$568 | 0.45% | 19 |
|
2024
Q3 | $1.34M | Hold |
8,064
| – | – | 0.4% | 22 |
|
2024
Q2 | $1.47M | Buy |
8,064
+216
| +3% | +$39.3K | 0.47% | 18 |
|
2024
Q1 | $1.18M | Buy |
7,848
+186
| +2% | +$28.1K | 0.4% | 23 |
|
2023
Q4 | $1.07M | Buy |
7,662
+18
| +0.2% | +$2.51K | 0.38% | 25 |
|
2023
Q3 | $1M | Buy |
7,644
+10
| +0.1% | +$1.31K | 0.39% | 26 |
|
2023
Q2 | $914K | Buy |
7,634
+30
| +0.4% | +$3.59K | 0.34% | 27 |
|
2023
Q1 | $789K | Buy |
7,604
+80
| +1% | +$8.3K | 0.32% | 28 |
|
2022
Q4 | $664K | Buy |
7,524
+84
| +1% | +$7.41K | 0.3% | 31 |
|
2022
Q3 | $712K | Sell |
7,440
-260
| -3% | -$24.9K | 0.28% | 28 |
|
2022
Q2 | $839K | Sell |
7,700
-80
| -1% | -$8.72K | 0.38% | 25 |
|
2022
Q1 | $1.08M | Hold |
7,780
| – | – | 0.45% | 24 |
|
2021
Q4 | $1.13M | Hold |
7,780
| – | – | 0.46% | 21 |
|
2021
Q3 | $1.04M | Buy |
7,780
+60
| +0.8% | +$8.01K | 0.48% | 21 |
|
2021
Q2 | $943K | Buy |
7,720
+860
| +13% | +$105K | 0.43% | 21 |
|
2021
Q1 | $707K | Buy |
6,860
+100
| +1% | +$10.3K | 0.33% | 29 |
|
2020
Q4 | $583K | Sell |
6,760
-60
| -0.9% | -$5.18K | 0.26% | 34 |
|
2020
Q3 | $500K | Hold |
6,820
| – | – | 0.26% | 32 |
|
2020
Q2 | $484K | Buy |
6,820
+3,360
| +97% | +$238K | 0.26% | 30 |
|
2020
Q1 | $201K | Sell |
3,460
-600
| -15% | -$34.9K | 0.15% | 60 |
|
2019
Q4 | $271K | Hold |
4,060
| – | – | 0.16% | 59 |
|
2019
Q3 | $247K | Sell |
4,060
-800
| -16% | -$48.7K | 0.16% | 59 |
|
2019
Q2 | $263K | Buy |
4,860
+300
| +7% | +$16.2K | 0.17% | 52 |
|
2019
Q1 | $268K | Hold |
4,560
| – | – | 0.18% | 53 |
|
2018
Q4 | $238K | Hold |
4,560
| – | – | 0.17% | 60 |
|
2018
Q3 | $297K | Sell |
4,560
-360
| -7% | -$23.4K | 0.19% | 54 |
|
2018
Q2 | $278K | Hold |
4,920
| – | – | 0.28% | 54 |
|
2018
Q1 | $255K | Sell |
4,920
-40
| -0.8% | -$2.07K | 0.18% | 59 |
|
2017
Q4 | $261K | Hold |
4,960
| – | – | 0.18% | 62 |
|
2017
Q3 | $241K | Hold |
4,960
| – | – | 0.17% | 64 |
|
2017
Q2 | $233K | Buy |
+4,960
| New | +$233K | 0.16% | 63 |
|