PWA
Primoris 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 | $2.63M | Sell |
14,830
-1,970
| -12% | -$349K | 1.8% | 21 |
|
2025
Q1 | $2.62M | Buy |
16,800
+75
| +0.4% | +$11.7K | 2.03% | 15 |
|
2024
Q4 | $3.19M | Sell |
16,725
-1,150
| -6% | -$219K | 2.42% | 13 |
|
2024
Q3 | $2.99M | Sell |
17,875
-250
| -1% | -$41.8K | 2.17% | 13 |
|
2024
Q2 | $3.32M | Buy |
18,125
+220
| +1% | +$40.4K | 2.65% | 11 |
|
2024
Q1 | $2.73M | Sell |
17,905
-1,525
| -8% | -$232K | 2.18% | 15 |
|
2023
Q4 | $2.74M | Buy |
19,430
+10,490
| +117% | +$1.48M | 2.58% | 12 |
|
2023
Q3 | $1.18M | Sell |
8,940
-24
| -0.3% | -$3.16K | 1.42% | 26 |
|
2023
Q2 | $1.08M | Hold |
8,964
| – | – | 1.19% | 26 |
|
2023
Q1 | $932K | Buy |
8,964
+22
| +0.2% | +$2.29K | 1.15% | 26 |
|
2022
Q4 | $793K | Sell |
8,942
-800
| -8% | -$71K | 1.22% | 22 |
|
2022
Q3 | $936K | Buy |
9,742
+9,295
| +2,079% | +$893K | 1.67% | 18 |
|
2022
Q2 | $979K | Hold |
447
| – | – | 1.41% | 24 |
|
2022
Q1 | $1.25M | Hold |
447
| – | – | 1.16% | 26 |
|
2021
Q4 | $1.29M | Buy |
+447
| New | +$1.29M | 1.04% | 32 |
|