SW
SkyOak Wealth’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
26,858
+652
| +2% | +$116K | 0.96% | 29 |
|
|
2025
Q1 | $4.09M | Sell |
26,206
-811
| -3% | -$127K | 0.9% | 31 |
|
|
2024
Q4 | $5.15M | Sell |
27,017
-123
| -0.5% | -$23.4K | 1.1% | 26 |
|
|
2024
Q3 | $4.54M | Sell |
27,140
-175
| -0.6% | -$29.3K | 1% | 26 |
|
|
2024
Q2 | $5.01M | Sell |
27,315
-235
| -0.9% | -$43.1K | 1.17% | 21 |
|
|
2024
Q1 | $4.19M | Buy |
27,550
+358
| +1% | +$54.5K | 1% | 25 |
|
|
2023
Q4 | $3.83M | Sell |
27,192
-1,861
| -6% | -$262K | 1% | 26 |
|
|
2023
Q3 | $3.83M | Sell |
29,053
-819
| -3% | -$108K | 1.12% | 26 |
|
|
2023
Q2 | $3.61M | Buy |
29,872
+598
| +2% | +$72.3K | 1.02% | 28 |
|
|
2023
Q1 | $3.04M | Sell |
29,274
-410
| -1% | -$42.6K | 0.93% | 29 |
|
|
2022
Q4 | $2.63M | Sell |
29,684
-455
| -2% | -$40.4K | 0.89% | 30 |
|
|
2022
Q3 | $2.9M | Buy |
30,139
+28,339
| +1,574% | +$2.72M | 1.04% | 26 |
|
|
2022
Q2 | $3.94M | Buy |
1,800
+3
| +0.2% | +$6.56K | 1.34% | 20 |
|
|
2022
Q1 | $5.02M | Sell |
1,797
-213
| -11% | -$595K | 1.39% | 16 |
|
|
2021
Q4 | $5.82M | Buy |
2,010
+327
| +19% | +$946K | 1.48% | 17 |
|
|
2021
Q3 | $4.49M | Hold |
1,683
| – | – | 1.21% | 19 |
|
|
2021
Q2 | $4.22M | Hold |
1,683
| – | – | 1.13% | 21 |
|
|
2021
Q1 | $4.01M | Hold |
1,683
| – | – | 1.11% | 22 |
|
|
2020
Q4 | $2.95M | Buy |
1,683
+15
| +0.9% | +$26.3K | 0.92% | 32 |
|
|
2020
Q3 | $2.45M | Sell |
1,668
-206
| -11% | -$303K | 0.88% | 33 |
|
|
2020
Q2 | $2.65M | Sell |
1,874
-127
| -6% | -$180K | 0.98% | 25 |
|
|
2020
Q1 | $2.33M | Sell |
2,001
-11
| -0.5% | -$12.8K | 1.19% | 20 |
|
|
2019
Q4 | $2.69M | Buy |
+2,012
| New | +$2.69M | 0.83% | 32 |
|