Rooted Wealth Advisors’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	$926K	Buy	5,105 +1,299	+34%	+$236K	0.32%	47
2025 Q1	$562K	Buy	3,806 +653	+21%	+$96.5K	0.24%	53
2024 Q4	$620K	Buy	3,153 +257	+9%	+$50.5K	0.24%	51
2024 Q3	$476K	Buy	2,896 +1,027	+55%	+$169K	0.21%	54
2024 Q2	$335K	Buy	+1,869	New	+$335K	0.15%	66