SWA
Sax 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 | $4.08M | Buy |
23,150
+4,249
| +22% | +$749K | 0.25% | 63 |
|
|
2025
Q1 | $2.92M | Buy |
18,901
+8,007
| +73% | +$1.24M | 0.21% | 68 |
|
|
2024
Q4 | $2.06M | Buy |
10,894
+775
| +8% | +$147K | 0.16% | 75 |
|
|
2024
Q3 | $1.68M | Buy |
10,119
+1,434
| +17% | +$238K | 0.15% | 65 |
|
|
2024
Q2 | $1.58M | Buy |
8,685
+3,729
| +75% | +$679K | 0.15% | 67 |
|
|
2024
Q1 | $748K | Buy |
4,956
+335
| +7% | +$50.6K | 0.09% | 87 |
|
|
2023
Q4 | $646K | Buy |
4,621
+100
| +2% | +$14K | 0.11% | 100 |
|
|
2023
Q3 | $592K | Buy |
4,521
+520
| +13% | +$68K | 0.12% | 100 |
|
|
2023
Q2 | $479K | Sell |
4,001
-939
| -19% | -$112K | 0.1% | 114 |
|
|
2023
Q1 | $512K | Sell |
4,940
-40
| -0.8% | -$4.15K | 0.11% | 107 |
|
|
2022
Q4 | $439K | Buy |
4,980
+460
| +10% | +$40.6K | 0.1% | 110 |
|
|
2022
Q3 | $432K | Buy |
4,520
+4,294
| +1,900% | +$410K | 0.11% | 109 |
|
|
2022
Q2 | $493K | Buy |
226
+13
| +6% | +$28.4K | 0.13% | 105 |
|
|
2022
Q1 | $592K | Hold |
213
| – | – | 0.14% | 96 |
|
|
2021
Q4 | $617K | Hold |
213
| – | – | 0.13% | 108 |
|
|
2021
Q3 | $569K | Hold |
213
| – | – | 0.14% | 100 |
|
|
2021
Q2 | $520K | Sell |
213
-22
| -9% | -$53.7K | 0.18% | 96 |
|
|
2021
Q1 | $485K | Buy |
235
+10
| +4% | +$20.6K | 0.18% | 92 |
|
|
2020
Q4 | $394K | Buy |
+225
| New | +$394K | 0.18% | 84 |
|