SWA
SOA Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Sell |
54,925
-6,045
| -10% | -$637K | 1.09% | 21 |
|
|
2025
Q1 | $5.04M | Buy |
60,970
+24,148
| +66% | +$2M | 1.05% | 21 |
|
|
2024
Q4 | $6.97M | Sell |
36,822
-557
| -1% | -$105K | 1.28% | 19 |
|
|
2024
Q3 | $6.2M | Buy |
37,379
+202
| +0.5% | +$33.5K | 1.18% | 19 |
|
|
2024
Q2 | $6.77M | Buy |
37,177
+142
| +0.4% | +$25.9K | 1.36% | 17 |
|
|
2024
Q1 | $5.59M | Buy |
37,035
+28
| +0.1% | +$4.23K | 1.16% | 20 |
|
|
2023
Q4 | $5.17M | Sell |
37,007
-337
| -0.9% | -$47.1K | 1.15% | 20 |
|
|
2023
Q3 | $4.89M | Buy |
37,344
+229
| +0.6% | +$30K | 1.22% | 19 |
|
|
2023
Q2 | $4.44M | Sell |
37,115
-74
| -0.2% | -$8.86K | 1.04% | 21 |
|
|
2023
Q1 | $3.86M | Buy |
37,189
+1,369
| +4% | +$142K | 0.95% | 25 |
|
|
2022
Q4 | $3.16M | Sell |
35,820
-792
| -2% | -$69.9K | 0.85% | 26 |
|
|
2022
Q3 | $3.5M | Buy |
36,612
+34,793
| +1,913% | +$3.33M | 1.05% | 26 |
|
|
2022
Q2 | $3.96M | Buy |
1,819
+32
| +2% | +$69.7K | 1.17% | 24 |
|
|
2022
Q1 | $4.97M | Sell |
1,787
-939
| -34% | -$2.61M | 1.21% | 19 |
|
|
2021
Q4 | $7.97M | Buy |
2,726
+79
| +3% | +$231K | 1.93% | 11 |
|
|
2021
Q3 | $7.08M | Buy |
2,647
+166
| +7% | +$444K | 1.81% | 10 |
|
|
2021
Q2 | $6.06M | Buy |
2,481
+140
| +6% | +$342K | 1.56% | 15 |
|
|
2021
Q1 | $4.83M | Buy |
2,341
+57
| +2% | +$118K | 1.35% | 18 |
|
|
2020
Q4 | $4.77M | Buy |
+2,284
| New | +$4.77M | 1.3% | 22 |
|