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Shepherd Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.49M Sell
27,350
-4,632
-14% -$929K 3.74% 8
2025
Q1
$4.94M Buy
31,982
+19,188
+150% +$2.96M 5.08% 11
2024
Q4
$2.42M Buy
+12,794
New +$2.42M 2.38% 12