Peak Financial Management’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 | $672K | Sell |
3,813
-402
| -10% | -$70.8K | 0.19% | 52 |
|
|
2025
Q1 | $652K | Sell |
4,215
-205
| -5% | -$31.7K | 0.2% | 49 |
|
|
2024
Q4 | $837K | Buy |
4,420
+229
| +5% | +$43.4K | 0.25% | 45 |
|
|
2024
Q3 | $695K | Hold |
4,191
| – | – | 0.2% | 49 |
|
|
2024
Q2 | $763K | Sell |
4,191
-187
| -4% | -$34.1K | 0.24% | 45 |
|
|
2024
Q1 | $661K | Sell |
4,378
-2,090
| -32% | -$315K | 0.21% | 47 |
|
|
2023
Q4 | $904K | Hold |
6,468
| – | – | 0.3% | 40 |
|
|
2023
Q3 | $846K | Buy |
6,468
+38
| +0.6% | +$4.97K | 0.31% | 41 |
|
|
2023
Q2 | $770K | Sell |
6,430
-150
| -2% | -$18K | 0.27% | 44 |
|
|
2023
Q1 | $683K | Hold |
6,580
| – | – | 0.25% | 40 |
|
|
2022
Q4 | $581K | Hold |
6,580
| – | – | 0.23% | 42 |
|
|
2022
Q3 | $629K | Buy |
6,580
+300
| +5% | +$28.7K | 0.26% | 40 |
|
|
2022
Q2 | $684K | Hold |
6,280
| – | – | 0.26% | 39 |
|
|
2022
Q1 | $873K | Buy |
6,280
+340
| +6% | +$47.3K | 0.29% | 41 |
|
|
2021
Q4 | $860K | Hold |
5,940
| – | – | 0.28% | 40 |
|
|
2021
Q3 | $794K | Buy |
5,940
+120
| +2% | +$16K | 0.27% | 41 |
|
|
2021
Q2 | $711K | Buy |
5,820
+400
| +7% | +$48.9K | 0.24% | 41 |
|
|
2021
Q1 | $559K | Sell |
5,420
-600
| -10% | -$61.9K | 0.2% | 41 |
|
|
2020
Q4 | $528K | Buy |
6,020
+2,440
| +68% | +$214K | 0.2% | 40 |
|
|
2020
Q3 | $262K | Hold |
3,580
| – | – | 0.11% | 52 |
|
|
2020
Q2 | $254K | Buy |
3,580
+40
| +1% | +$2.84K | 0.12% | 50 |
|
|
2020
Q1 | $206K | Buy |
+3,540
| New | +$206K | 0.11% | 51 |
|