SWA
Sax 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 | $4.26M | Buy |
24,007
+6,668
| +38% | +$1.18M | 0.26% | 60 |
|
|
2025
Q1 | $2.71M | Sell |
17,339
-2,220
| -11% | -$347K | 0.19% | 73 |
|
|
2024
Q4 | $3.72M | Buy |
19,559
+1,073
| +6% | +$204K | 0.29% | 50 |
|
|
2024
Q3 | $3.09M | Buy |
18,486
+2,080
| +13% | +$348K | 0.28% | 45 |
|
|
2024
Q2 | $3.01M | Buy |
16,406
+2,009
| +14% | +$368K | 0.29% | 49 |
|
|
2024
Q1 | $2.19M | Buy |
14,397
+5,236
| +57% | +$797K | 0.26% | 46 |
|
|
2023
Q4 | $1.29M | Buy |
9,161
+761
| +9% | +$107K | 0.21% | 60 |
|
|
2023
Q3 | $1.11M | Hold |
8,400
| – | – | 0.22% | 63 |
|
|
2023
Q2 | $1.02M | Hold |
8,400
| – | – | 0.2% | 64 |
|
|
2023
Q1 | $874K | Hold |
8,400
| – | – | 0.19% | 70 |
|
|
2022
Q4 | $745K | Buy |
8,400
+500
| +6% | +$44.4K | 0.17% | 76 |
|
|
2022
Q3 | $760K | Buy |
7,900
+7,486
| +1,808% | +$720K | 0.2% | 70 |
|
|
2022
Q2 | $906K | Buy |
414
+13
| +3% | +$28.4K | 0.23% | 69 |
|
|
2022
Q1 | $1.12M | Sell |
401
-8
| -2% | -$22.3K | 0.27% | 55 |
|
|
2021
Q4 | $1.18M | Buy |
409
+5
| +1% | +$14.5K | 0.25% | 60 |
|
|
2021
Q3 | $1.08M | Buy |
404
+30
| +8% | +$80K | 0.26% | 60 |
|
|
2021
Q2 | $937K | Hold |
374
| – | – | 0.32% | 61 |
|
|
2021
Q1 | $774K | Buy |
374
+103
| +38% | +$213K | 0.28% | 63 |
|
|
2020
Q4 | $475K | Buy |
+271
| New | +$475K | 0.22% | 79 |
|