SHFA
SC&H Financial 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 | $1.77M | Buy |
10,004
+313
| +3% | +$55.5K | 0.3% | 44 |
|
2025
Q1 | $1.51M | Buy |
9,691
+818
| +9% | +$128K | 0.3% | 47 |
|
2024
Q4 | $1.69M | Buy |
8,873
+1,601
| +22% | +$305K | 0.35% | 40 |
|
2024
Q3 | $1.22M | Buy |
7,272
+2
| +0% | +$334 | 0.27% | 53 |
|
2024
Q2 | $1.33M | Buy |
7,270
+401
| +6% | +$73.6K | 0.33% | 47 |
|
2024
Q1 | $1.05M | Hold |
6,869
| – | – | 0.27% | 57 |
|
2023
Q4 | $968K | Sell |
6,869
-360
| -5% | -$50.7K | 0.28% | 56 |
|
2023
Q3 | $953K | Hold |
7,229
| – | – | 0.32% | 56 |
|
2023
Q2 | $874K | Sell |
7,229
-3
| -0% | -$363 | 0.29% | 64 |
|
2023
Q1 | $752K | Sell |
7,232
-17
| -0.2% | -$1.77K | 0.27% | 68 |
|
2022
Q4 | $643K | Buy |
7,249
+60
| +0.8% | +$5.32K | 0.27% | 74 |
|
2022
Q3 | $691K | Buy |
7,189
+6,780
| +1,658% | +$652K | 0.35% | 61 |
|
2022
Q2 | $896K | Buy |
409
+112
| +38% | +$245K | 0.42% | 50 |
|
2022
Q1 | $831K | Sell |
297
-1
| -0.3% | -$2.8K | 0.4% | 57 |
|
2021
Q4 | $864K | Buy |
+298
| New | +$864K | 0.48% | 47 |
|