Peak Financial Advisors’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 | – | Sell |
-18,059
| Closed | -$2.79M | – | 96 |
|
|
2025
Q1 | $2.79M | Sell |
18,059
-1,187
| -6% | -$184K | 1.42% | 29 |
|
|
2024
Q4 | $3.64M | Sell |
19,246
-49
| -0.3% | -$9.28K | 1.89% | 13 |
|
|
2024
Q3 | $3.2M | Buy |
+19,295
| New | +$3.2M | 1.65% | 17 |
|
|
2024
Q2 | – | Sell |
-20,462
| Closed | -$3.09M | – | 77 |
|
|
2024
Q1 | $3.09M | Buy |
20,462
+2,762
| +16% | +$417K | 1.88% | 16 |
|
|
2023
Q4 | $2.47M | Buy |
+17,700
| New | +$2.47M | 1.65% | 26 |
|
|
2021
Q1 | – | Sell |
-13,480
| Closed | -$1.18M | – | 78 |
|
|
2020
Q4 | $1.18M | Buy |
+13,480
| New | +$1.18M | 1.02% | 37 |
|