Palo Alto Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $76.6M | Sell |
432,099
-3,270
| -0.8% | -$580K | 29% | 1 |
|
2025
Q1 | $70M | Sell |
435,369
-3,874
| -0.9% | -$623K | 27.32% | 1 |
|
2024
Q4 | $83.6M | Buy |
439,243
+112,162
| +34% | +$21.4M | 29.35% | 1 |
|
2024
Q3 | $54.2M | Buy |
327,081
+249,329
| +321% | +$41.3M | 22.45% | 1 |
|
2024
Q2 | $14.3M | Sell |
77,752
-5,132
| -6% | -$941K | 9.86% | 4 |
|
2024
Q1 | $12.6M | Buy |
82,884
+12,354
| +18% | +$1.88M | 8.9% | 4 |
|
2023
Q4 | $9.94M | Sell |
70,530
-2,016
| -3% | -$284K | 7.51% | 6 |
|
2023
Q3 | $9.57M | Sell |
72,546
-19,140
| -21% | -$2.52M | 7.98% | 4 |
|
2023
Q2 | $11.1M | Buy |
91,686
+19,902
| +28% | +$2.41M | 8.85% | 3 |
|
2023
Q1 | $7.47M | Sell |
71,784
-4,852
| -6% | -$505K | 5.98% | 6 |
|
2022
Q4 | $6.8M | Buy |
+76,636
| New | +$6.8M | 5.8% | 7 |
|