Schwarz Dygos Wheeler Investment Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
72,354
+134
| +0.2% | +$23.6K | 2.91% | 8 |
|
|
2025
Q1 | $11.2M | Sell |
72,220
-539
| -0.7% | -$83.4K | 2.65% | 8 |
|
|
2024
Q4 | $13.8M | Sell |
72,759
-546
| -0.7% | -$103K | 3.38% | 6 |
|
|
2024
Q3 | $12.2M | Sell |
73,305
-808
| -1% | -$134K | 3.03% | 7 |
|
|
2024
Q2 | $13.5M | Sell |
74,113
-935
| -1% | -$170K | 3.62% | 6 |
|
|
2024
Q1 | $11.3M | Sell |
75,048
-4,105
| -5% | -$620K | 3.17% | 7 |
|
|
2023
Q4 | $11.1M | Sell |
79,153
-14,530
| -16% | -$2.03M | 3.4% | 6 |
|
|
2023
Q3 | $12.3M | Sell |
93,683
-497
| -0.5% | -$65K | 4.15% | 4 |
|
|
2023
Q2 | $11.3M | Buy |
94,180
+107
| +0.1% | +$12.8K | 3.71% | 6 |
|
|
2023
Q1 | $9.76M | Buy |
94,073
+793
| +0.9% | +$82.3K | 3.53% | 6 |
|
|
2022
Q4 | $8.23M | Buy |
93,280
+748
| +0.8% | +$66K | 3.23% | 6 |
|
|
2022
Q3 | $8.85M | Sell |
92,532
-4,208
| -4% | -$403K | 3.92% | 5 |
|
|
2022
Q2 | $10.5M | Buy |
96,740
+680
| +0.7% | +$74.1K | 4.23% | 4 |
|
|
2022
Q1 | $13.4M | Sell |
96,060
-240
| -0.2% | -$33.4K | 4.51% | 3 |
|
|
2021
Q4 | $13.9M | Buy |
96,300
+920
| +1% | +$133K | 4.72% | 3 |
|
|
2021
Q3 | $12.8M | Buy |
95,380
+3,420
| +4% | +$457K | 4.66% | 3 |
|
|
2021
Q2 | $11.2M | Buy |
91,960
+920
| +1% | +$112K | 4.08% | 3 |
|
|
2021
Q1 | $9.39M | Buy |
91,040
+1,580
| +2% | +$163K | 3.87% | 5 |
|
|
2020
Q4 | $7.84M | Buy |
89,460
+1,500
| +2% | +$131K | 3.77% | 6 |
|
|
2020
Q3 | $6.45M | Buy |
87,960
+6,600
| +8% | +$484K | 3.65% | 5 |
|
|
2020
Q2 | $6.15M | Buy |
81,360
+1,940
| +2% | +$147K | 4.01% | 5 |
|
|
2020
Q1 | $4.61M | Buy |
79,420
+920
| +1% | +$53.4K | 3.91% | 5 |
|
|
2019
Q4 | $5.26M | Buy |
78,500
+1,640
| +2% | +$110K | 3.6% | 5 |
|
|
2019
Q3 | $4.69M | Buy |
76,860
+60
| +0.1% | +$3.66K | 3.72% | 6 |
|
|
2019
Q2 | $4.16M | Buy |
76,800
+1,280
| +2% | +$69.3K | 3.43% | 7 |
|
|
2019
Q1 | $4.44M | Buy |
75,520
+10,440
| +16% | +$614K | 3.82% | 5 |
|
|
2018
Q4 | $3.4M | Buy |
+65,080
| New | +$3.4M | 3.67% | 7 |
|