PYA Waltman Capital’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.3M Buy
2025
Q1
$10.7M Sell
2024
Q4
$13.1M Buy
2024
Q3
$11.5M Buy
2024
Q2
$12.4M Sell
2024
Q1
$10.5M Buy
2023
Q4
$9.7M Sell
2023
Q3
$9.17M Buy
2023
Q2
$9.08M Buy
2023
Q1
$6.62M Buy
2022
Q4
$5.43M Buy
2022
Q3
$4.65M Buy
2022
Q2
$1.02M Buy
2022
Q1
$139K Hold
2021
Q4
$145K Buy