SLWA
San Luis Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.27M | Buy |
46,951
+1,445
| +3% | +$255K | 1.78% | 14 |
|
2025
Q1 | $7.04M | Sell |
45,506
-16,379
| -26% | -$2.53M | 1.59% | 16 |
|
2024
Q4 | $11.7M | Buy |
61,885
+11,944
| +24% | +$2.26M | 2.22% | 11 |
|
2024
Q3 | $8.28M | Buy |
49,941
+447
| +0.9% | +$74.1K | 1.71% | 13 |
|
2024
Q2 | $9.02M | Buy |
49,494
+1,042
| +2% | +$190K | 2.17% | 11 |
|
2024
Q1 | $7.31M | Buy |
48,452
+6,374
| +15% | +$962K | 3.84% | 5 |
|
2023
Q4 | $5.88M | Sell |
42,078
-180
| -0.4% | -$25.1K | 2.48% | 10 |
|
2023
Q3 | $5.53M | Sell |
42,258
-10,509
| -20% | -$1.38M | 2.66% | 7 |
|
2023
Q2 | $6.32M | Sell |
52,767
-8,316
| -14% | -$995K | 2.23% | 9 |
|
2023
Q1 | $6.34M | Buy |
61,083
+10,855
| +22% | +$1.13M | 2.43% | 7 |
|
2022
Q4 | $4.43M | Buy |
50,228
+10,974
| +28% | +$968K | 4.13% | 4 |
|
2022
Q3 | $3.76M | Buy |
39,254
+37,887
| +2,772% | +$3.62M | 3.93% | 6 |
|
2022
Q2 | $2.98M | Buy |
1,367
+563
| +70% | +$1.23M | 3.42% | 7 |
|
2022
Q1 | $2.33M | Hold |
804
| – | – | 1.14% | 16 |
|
2021
Q4 | $2.33M | Buy |
804
+228
| +40% | +$660K | 2.37% | 8 |
|
2021
Q3 | $1.54M | Buy |
+576
| New | +$1.54M | 0.86% | 30 |
|
2020
Q4 | $543K | Buy |
+310
| New | +$543K | 0.35% | 73 |
|