Optivise Advisory Services’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
$697K Sell
3,958
-1,054
-21% -$186K 0.36% 71
2025
Q1
$775K Sell
5,012
-452
-8% -$69.9K 0.43% 58
2024
Q4
$1.03M Buy
5,464
+403
+8% +$76.3K 0.56% 48
2024
Q3
$839K Sell
5,061
-659
-12% -$109K 0.44% 59
2024
Q2
$1.04M Buy
+5,720
New +$1.04M 0.56% 48