OWA
ORBA Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $371K | Sell |
2,106
-6,303
| -75% | -$1.11M | 0.34% | 53 |
|
2025
Q1 | $1.3M | Sell |
8,409
-20
| -0.2% | -$3.09K | 0.66% | 38 |
|
2024
Q4 | $1.6M | Sell |
8,429
-340
| -4% | -$64.4K | 0.83% | 35 |
|
2024
Q3 | $1.45M | Buy |
8,769
+100
| +1% | +$16.6K | 0.74% | 36 |
|
2024
Q2 | $1.58M | Buy |
8,669
+278
| +3% | +$50.6K | 0.82% | 31 |
|
2024
Q1 | $1.27M | Hold |
8,391
| – | – | 0.7% | 33 |
|
2023
Q4 | $1.17M | Buy |
+8,391
| New | +$1.17M | 0.7% | 33 |
|