PWA
Primoris 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 | $533K | Buy |
3,024
+171
| +6% | +$30.1K | 0.36% | 56 |
|
|
2025
Q1 | $441K | Sell |
2,853
-1,082
| -27% | -$167K | 0.34% | 65 |
|
|
2024
Q4 | $745K | Buy |
3,935
+1,050
| +36% | +$199K | 0.57% | 43 |
|
|
2024
Q3 | $478K | Sell |
2,885
-3,700
| -56% | -$614K | 0.35% | 67 |
|
|
2024
Q2 | $1.2M | Buy |
6,585
+1,775
| +37% | +$323K | 0.96% | 33 |
|
|
2024
Q1 | $724K | Buy |
4,810
+256
| +6% | +$38.5K | 0.58% | 47 |
|
|
2023
Q4 | $636K | Buy |
4,554
+845
| +23% | +$118K | 0.6% | 45 |
|
|
2023
Q3 | $485K | Sell |
3,709
-731
| -16% | -$95.7K | 0.59% | 43 |
|
|
2023
Q2 | $531K | Buy |
4,440
+190
| +4% | +$22.7K | 0.58% | 39 |
|
|
2023
Q1 | $441K | Buy |
4,250
+45
| +1% | +$4.67K | 0.54% | 43 |
|
|
2022
Q4 | $371K | Buy |
4,205
+185
| +5% | +$16.3K | 0.57% | 40 |
|
|
2022
Q3 | $383K | Buy |
4,020
+3,799
| +1,719% | +$362K | 0.68% | 39 |
|
|
2022
Q2 | $481K | Buy |
221
+50
| +29% | +$109K | 0.69% | 36 |
|
|
2022
Q1 | $475K | Hold |
171
| – | – | 0.44% | 43 |
|
|
2021
Q4 | $495K | Buy |
+171
| New | +$495K | 0.4% | 55 |
|