Root Financial Partners’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
11,391
+61
| +0.5% | +$10.8K | 0.2% | 45 |
|
|
2025
Q1 | $1.77M | Buy |
11,330
+1,286
| +13% | +$201K | 0.19% | 39 |
|
|
2024
Q4 | $1.91M | Buy |
10,044
+5,298
| +112% | +$1.01M | 0.24% | 31 |
|
|
2024
Q3 | $794K | Buy |
4,746
+1,007
| +27% | +$168K | 0.13% | 62 |
|
|
2024
Q2 | $686K | Buy |
3,739
+864
| +30% | +$158K | 0.16% | 51 |
|
|
2024
Q1 | $438K | Buy |
2,875
+1,081
| +60% | +$165K | 0.13% | 62 |
|
|
2023
Q4 | $253K | Buy |
+1,794
| New | +$253K | 0.1% | 67 |
|