Shakespeare Wealth Management’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 | $353K | Buy |
2,002
+88
| +5% | +$15.5K | 0.09% | 73 |
|
|
2025
Q1 | $296K | Sell |
1,914
-153
| -7% | -$23.7K | 0.08% | 78 |
|
|
2024
Q4 | $391K | Buy |
2,067
+340
| +20% | +$64.4K | 0.11% | 69 |
|
|
2024
Q3 | $287K | Buy |
1,727
+121
| +8% | +$20.1K | 0.07% | 80 |
|
|
2024
Q2 | $293K | Sell |
1,606
-634
| -28% | -$115K | 0.08% | 74 |
|
|
2024
Q1 | $338K | Hold |
2,240
| – | – | 0.1% | 68 |
|
|
2023
Q4 | $313K | Hold |
2,240
| – | – | 0.1% | 66 |
|
|
2023
Q3 | $293K | Buy |
+2,240
| New | +$293K | 0.1% | 65 |
|