Root Financial Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
27,635
+2,983
| +12% | +$526K | 0.47% | 30 |
|
|
2025
Q1 | $3.82M | Buy |
24,652
+8,246
| +50% | +$1.28M | 0.41% | 29 |
|
|
2024
Q4 | $3.11M | Buy |
16,406
+8,972
| +121% | +$1.7M | 0.39% | 26 |
|
|
2024
Q3 | $1.23M | Buy |
7,434
+1,959
| +36% | +$325K | 0.2% | 44 |
|
|
2024
Q2 | $997K | Buy |
5,475
+433
| +9% | +$78.9K | 0.23% | 36 |
|
|
2024
Q1 | $761K | Buy |
5,042
+3,536
| +235% | +$534K | 0.23% | 42 |
|
|
2023
Q4 | $210K | Buy |
+1,506
| New | +$210K | 0.08% | 74 |
|