OWA
ORBA Wealth 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 | $331K | Sell |
1,865
-17,915
| -91% | -$3.18M | 0.3% | 58 |
|
2025
Q1 | $3.09M | Sell |
19,780
-100
| -0.5% | -$15.6K | 1.56% | 24 |
|
2024
Q4 | $3.79M | Buy |
19,880
+5
| +0% | +$952 | 1.98% | 17 |
|
2024
Q3 | $3.32M | Hold |
19,875
| – | – | 1.68% | 20 |
|
2024
Q2 | $3.65M | Buy |
19,875
+1,035
| +5% | +$190K | 1.89% | 18 |
|
2024
Q1 | $2.87M | Buy |
18,840
+1,500
| +9% | +$228K | 1.59% | 23 |
|
2023
Q4 | $2.44M | Buy |
+17,340
| New | +$2.44M | 1.46% | 24 |
|