SWA
SOA Wealth 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 | $758K | Buy |
4,271
+287
| +7% | +$50.9K | 0.14% | 93 |
|
|
2025
Q1 | $622K | Buy |
3,984
+3
| +0.1% | +$469 | 0.13% | 98 |
|
|
2024
Q4 | $758K | Buy |
3,981
+3
| +0.1% | +$571 | 0.14% | 87 |
|
|
2024
Q3 | $665K | Buy |
3,978
+4
| +0.1% | +$669 | 0.13% | 94 |
|
|
2024
Q2 | $729K | Buy |
3,974
+2
| +0.1% | +$367 | 0.15% | 87 |
|
|
2024
Q1 | $605K | Buy |
3,972
+56
| +1% | +$8.53K | 0.13% | 88 |
|
|
2023
Q4 | $552K | Buy |
3,916
+116
| +3% | +$16.3K | 0.12% | 90 |
|
|
2023
Q3 | $501K | Hold |
3,800
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $460K | Hold |
3,800
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $395K | Buy |
3,800
+120
| +3% | +$12.5K | 0.1% | 106 |
|
|
2022
Q4 | $327K | Hold |
3,680
| – | – | 0.09% | 111 |
|
|
2022
Q3 | $353K | Buy |
3,680
+3,496
| +1,900% | +$335K | 0.11% | 101 |
|
|
2022
Q2 | $402K | Sell |
184
-22
| -11% | -$48.1K | 0.12% | 97 |
|
|
2022
Q1 | $575K | Buy |
206
+8
| +4% | +$22.3K | 0.14% | 91 |
|
|
2021
Q4 | $578K | Hold |
198
| – | – | 0.14% | 89 |
|
|
2021
Q3 | $527K | Buy |
198
+1
| +0.5% | +$2.66K | 0.14% | 93 |
|
|
2021
Q2 | $493K | Buy |
197
+7
| +4% | +$17.5K | 0.13% | 105 |
|
|
2021
Q1 | $393K | Sell |
190
-26
| -12% | -$53.8K | 0.11% | 110 |
|
|
2020
Q4 | $452K | Buy |
+216
| New | +$452K | 0.12% | 93 |
|