PWA
Phoenix Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
3,372
-175
| -5% | -$30.8K | 0.25% | 72 |
|
|
2025
Q1 | $549K | Sell |
3,547
-31
| -0.9% | -$4.79K | 0.24% | 74 |
|
|
2024
Q4 | $677K | Buy |
3,578
+639
| +22% | +$121K | 0.29% | 66 |
|
|
2024
Q3 | $487K | Hold |
2,939
| – | – | 0.23% | 73 |
|
|
2024
Q2 | $535K | Buy |
2,939
+154
| +6% | +$28.1K | 0.27% | 69 |
|
|
2024
Q1 | $420K | Buy |
2,785
+120
| +5% | +$18.1K | 0.26% | 74 |
|
|
2023
Q4 | $368K | Buy |
2,665
+145
| +6% | +$20K | 0.26% | 75 |
|
|
2023
Q3 | $330K | Hold |
2,520
| – | – | 0.19% | 76 |
|
|
2023
Q2 | $302K | Hold |
2,520
| – | – | 0.18% | 84 |
|
|
2023
Q1 | $261K | Hold |
2,520
| – | – | 0.16% | 87 |
|
|
2022
Q4 | $222K | Sell |
2,520
-440
| -15% | -$38.8K | 0.13% | 100 |
|
|
2022
Q3 | $283K | Buy |
2,960
+2,791
| +1,651% | +$267K | 0.28% | 77 |
|
|
2022
Q2 | $368K | Buy |
169
+1
| +0.6% | +$2.18K | 0.36% | 64 |
|
|
2022
Q1 | $459K | Hold |
168
| – | – | 0.47% | 54 |
|
|
2021
Q4 | $487K | Buy |
168
+9
| +6% | +$26.1K | 0.37% | 66 |
|
|
2021
Q3 | $425K | Hold |
159
| – | – | 0.32% | 69 |
|
|
2021
Q2 | $401K | Hold |
159
| – | – | 0.29% | 76 |
|
|
2021
Q1 | $339K | Hold |
159
| – | – | 0.26% | 76 |
|
|
2020
Q4 | $279K | Buy |
+159
| New | +$279K | 0.21% | 81 |
|