Phillips Wealth Planners’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 | $882K | Buy |
5,059
+206
| +4% | +$35.9K | 0.8% | 33 |
|
|
2025
Q1 | $763K | Buy |
4,853
+200
| +4% | +$31.4K | 0.81% | 34 |
|
|
2024
Q4 | $894K | Sell |
4,653
-305
| -6% | -$58.6K | 0.89% | 28 |
|
|
2024
Q3 | $819K | Sell |
4,958
-4
| -0.1% | -$661 | 0.78% | 31 |
|
|
2024
Q2 | $949K | Buy |
4,962
+1,745
| +54% | +$334K | 1% | 22 |
|
|
2024
Q1 | $497K | Buy |
3,217
+556
| +21% | +$85.8K | 0.57% | 53 |
|
|
2023
Q4 | $382K | Sell |
2,661
-198
| -7% | -$28.4K | 0.46% | 77 |
|
|
2023
Q3 | $394K | Sell |
2,859
-196
| -6% | -$27K | 0.53% | 68 |
|
|
2023
Q2 | $366K | Sell |
3,055
-145
| -5% | -$17.4K | 0.48% | 81 |
|
|
2023
Q1 | $343K | Buy |
+3,200
| New | +$343K | 0.45% | 84 |
|