Polaris Wealth Advisory Group’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.47M | Buy |
+11,139
| New | +$1.45M | 0.11% | 108 |
|
|
2023
Q2 | – | Sell |
-11,010
| Closed | -$1.15M | – | 165 |
|
|
2023
Q1 | $1.15M | Buy |
11,010
+697
| +7% | +$67.3K | 0.08% | 114 |
|
|
2022
Q4 | $951K | Hold |
10,313
| – | – | 0.07% | 114 |
|
|
2022
Q3 | $1.02M | Sell |
10,313
-127
| -1% | -$14.2K | 0.08% | 97 |
|
|
2022
Q2 | $1.14M | Sell |
10,440
-5,600
| -35% | -$662K | 0.09% | 89 |
|
|
2022
Q1 | $2.19M | Buy |
16,040
+240
| +2% | +$32.6K | 0.15% | 78 |
|
|
2021
Q4 | $2.29M | Buy |
15,800
+240
| +2% | +$34.7K | 0.13% | 88 |
|
|
2021
Q3 | $2.17M | Buy |
15,560
+1,000
| +7% | +$138K | 0.13% | 84 |
|
|
2021
Q2 | $1.84M | Buy |
14,560
+120
| +0.8% | +$14.3K | 0.11% | 87 |
|
|
2021
Q1 | $1.65M | Sell |
14,440
-2,120
| -13% | -$210K | 0.11% | 88 |
|
|
2020
Q4 | $1.5M | Sell |
16,560
-20
| -0.1% | -$1.69K | 0.11% | 96 |
|
|
2020
Q3 | $1.23M | Sell |
16,580
-600
| -3% | -$45.8K | 0.12% | 96 |
|
|
2020
Q2 | $1.24M | Sell |
17,180
-4,900
| -22% | -$331K | 0.1% | 90 |
|
|
2020
Q1 | $1.28M | Buy |
22,080
+4,200
| +23% | +$285K | 0.14% | 67 |
|
|
2019
Q4 | $1.3M | Sell |
17,880
-6,160
| -26% | -$397K | 0.09% | 95 |
|
|
2019
Q3 | $1.41M | Buy |
24,040
+3,040
| +14% | +$180K | 0.12% | 91 |
|
|
2019
Q2 | $1.15M | Buy |
21,000
+1,180
| +6% | +$68.1K | 0.09% | 94 |
|
|
2019
Q1 | $1.18M | Sell |
19,820
-20
| -0.1% | -$1.12K | 0.09% | 97 |
|
|
2018
Q4 | $1.03M | Buy |
19,840
+880
| +5% | +$47.1K | 0.1% | 85 |
|
|
2018
Q3 | $1.13M | Buy |
18,960
+18,560
| +4,640% | +$1.11M | 0.08% | 95 |
|
|
2018
Q2 | $21K | Sell |
400
-16,800
| -98% | -$908K | ﹤0.01% | 172 |
|
|
2018
Q1 | $888K | Sell |
17,200
-200
| -1% | -$11K | 0.07% | 93 |
|
|
2017
Q4 | $911K | Buy |
17,400
+11,180
| +180% | +$569K | 0.07% | 88 |
|
|
2017
Q3 | $299K | Buy |
6,220
+160
| +3% | +$7.45K | 0.03% | 120 |
|
|
2017
Q2 | $276K | Buy |
6,060
+1,060
| +21% | +$48.5K | 0.03% | 110 |
|
|
2017
Q1 | $208K | Sell |
5,000
-1,360
| -21% | -$55.8K | 0.02% | 102 |
|
|
2016
Q4 | $246K | Buy |
+6,360
| New | +$248K | 0.03% | 98 |
|
|
2015
Q3 | – | Sell |
-21,180
| Closed | -$572K | – | 75 |
|
|
2015
Q2 | $572K | Buy |
21,180
+644
| +3% | +$17.3K | 0.11% | 52 |
|
|
2015
Q1 | $568K | Sell |
20,536
-3,710
| -15% | -$99.4K | 0.1% | 59 |
|
|
2014
Q4 | $642K | Buy |
24,246
+7,119
| +42% | +$191K | 0.13% | 57 |
|
|
2014
Q3 | $503K | Buy |
17,127
+1,203
| +8% | +$34.8K | 0.11% | 56 |
|
|
2014
Q2 | $464K | Buy |
15,924
+13,555
| +572% | +$368K | 0.1% | 57 |
|
|
2014
Q1 | $66K | Hold |
2,369
| – | – | 0.02% | 101 |
|
|
2013
Q4 | $66K | Hold |
2,369
| – | – | 0.02% | 104 |
|
|
2013
Q3 | $51.7K | Hold |
2,369
| – | – | 0.02% | 92 |
|
|
2013
Q2 | $51.9K | Buy |
+2,369
| New | +$50.1K | 0.02% | 81 |
|
Other funds holding GOOG
Polaris Wealth Advisory Group's GOOG Position: Q3 2023 in Review
Polaris Wealth Advisory Group opened a new position in Alphabet (Google) Class C (GOOG) in Q3 2023: 11,139 shares worth $1.47M. The stake represents 0.11% of the portfolio and ranks #108 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in GOOG as recently as Q1 2023.
Polaris Wealth Advisory Group first reported a position in GOOG in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.29M in Q4 2021. 3,647 funds tracked by Wall St. Rank hold GOOG as of Q3 2023.
- Polaris Wealth Advisory Group held 11,139 shares of Alphabet (Google) Class C worth $1.47M as of Q3 2023.
- Alphabet (Google) Class C was a new Polaris Wealth Advisory Group position in Q3 2023.
- Alphabet (Google) Class C made up 0.11% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #108 holding.
- Polaris Wealth Advisory Group first reported a position in Alphabet (Google) Class C in Q2 2013 and has held it in 36 quarters since.
- Polaris Wealth Advisory Group's Alphabet (Google) Class C position peaked at $2.29M in Q4 2021.
- 3,647 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.