RWA
Roberts 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 | $14.7M | Buy |
82,916
+760
| +0.9% | +$135K | 4.23% | 4 |
|
|
2025
Q1 | $12.8M | Sell |
82,156
-441
| -0.5% | -$68.9K | 3.96% | 5 |
|
|
2024
Q4 | $16.3M | Sell |
82,597
-647
| -0.8% | -$127K | 4.94% | 4 |
|
|
2024
Q3 | $13.8M | Buy |
83,244
+1,069
| +1% | +$177K | 4.46% | 4 |
|
|
2024
Q2 | $15.6M | Buy |
82,175
+40
| +0% | +$7.62K | 5.34% | 4 |
|
|
2024
Q1 | $12.8M | Buy |
82,135
+641
| +0.8% | +$100K | 4.8% | 3 |
|
|
2023
Q4 | $35.1M | Sell |
81,494
-1,044
| -1% | -$450K | 5.46% | 4 |
|
|
2023
Q3 | $11.6M | Buy |
82,538
+174
| +0.2% | +$24.4K | 5.1% | 4 |
|
|
2023
Q2 | $9.96M | Sell |
82,364
-1,692
| -2% | -$205K | 4.38% | 4 |
|
|
2023
Q1 | $8.84M | Buy |
84,056
+1,240
| +1% | +$130K | 4.05% | 4 |
|
|
2022
Q4 | $7.43M | Buy |
82,816
+1,098
| +1% | +$98.5K | 3.59% | 5 |
|
|
2022
Q3 | $8.36M | Buy |
81,718
+77,696
| +1,932% | +$7.94M | 4.11% | 5 |
|
|
2022
Q2 | $9.67M | Buy |
4,022
+43
| +1% | +$103K | 4.21% | 5 |
|
|
2022
Q1 | $11.2M | Sell |
3,979
-11
| -0.3% | -$31K | 4.39% | 4 |
|
|
2021
Q4 | $11.6M | Buy |
3,990
+35
| +0.9% | +$102K | 4.17% | 4 |
|
|
2021
Q3 | $10.5M | Buy |
+3,955
| New | +$10.5M | 4.17% | 3 |
|