Planning Center Inc’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
1,881
-200
-10% -$35.5K 0.04% 54
2025
Q1
$325K Buy
2,081
+40
+2% +$6.25K 0.04% 53
2024
Q4
$389K Sell
2,041
-99
-5% -$18.9K 0.05% 45
2024
Q3
$358K Hold
2,140
0.04% 51
2024
Q2
$393K Hold
2,140
0.05% 48
2024
Q1
$326K Buy
2,140
+165
+8% +$25.1K 0.07% 45
2023
Q4
$278K Sell
1,975
-1,305
-40% -$184K 0.06% 51
2023
Q3
$432K Hold
3,280
0.11% 33
2023
Q2
$397K Buy
3,280
+160
+5% +$19.4K 0.1% 40
2023
Q1
$338K Hold
3,120
0.09% 43
2022
Q4
$277K Buy
+3,120
New +$277K 0.08% 53
2022
Q3
Sell
-2,240
Closed -$258K 48
2022
Q2
$258K Hold
2,240
0.2% 38
2022
Q1
$313K Sell
2,240
-20
-0.9% -$2.8K 0.9% 30
2021
Q4
$335K Buy
+2,260
New +$335K 0.27% 31