PWA
Phoenix Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
1,760
| – | – | 0.13% | 100 |
|
|
2025
Q1 | $275K | Hold |
1,760
| – | – | 0.12% | 103 |
|
|
2024
Q4 | $335K | Buy |
1,760
+40
| +2% | +$7.62K | 0.15% | 92 |
|
|
2024
Q3 | $288K | Sell |
1,720
-1,000
| -37% | -$167K | 0.13% | 100 |
|
|
2024
Q2 | $499K | Buy |
2,720
+1,000
| +58% | +$183K | 0.25% | 72 |
|
|
2024
Q1 | $262K | Sell |
1,720
-40
| -2% | -$6.09K | 0.16% | 102 |
|
|
2023
Q4 | $246K | Hold |
1,760
| – | – | 0.17% | 103 |
|
|
2023
Q3 | $232K | Hold |
1,760
| – | – | 0.14% | 100 |
|
|
2023
Q2 | $213K | Buy |
+1,760
| New | +$213K | 0.12% | 103 |
|
|
2021
Q4 | – | Sell |
-69
| Closed | -$184K | – | 216 |
|
|
2021
Q3 | $184K | Hold |
69
| – | – | 0.14% | 118 |
|
|
2021
Q2 | $179K | Hold |
69
| – | – | 0.13% | 122 |
|
|
2021
Q1 | $148K | Hold |
69
| – | – | 0.12% | 130 |
|
|
2020
Q4 | $121K | Buy |
+69
| New | +$121K | 0.09% | 136 |
|