SVWAG
Sound View Wealth Advisors Group’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.1M | Sell |
62,594
-2,187
| -3% | -$388K | 0.82% | 31 |
|
2025
Q1 | $10.1M | Sell |
64,781
-625
| -1% | -$97.6K | 0.83% | 31 |
|
2024
Q4 | $12.5M | Buy |
65,406
+180
| +0.3% | +$34.3K | 1% | 26 |
|
2024
Q3 | $10.9M | Buy |
65,226
+6,585
| +11% | +$1.1M | 0.89% | 30 |
|
2024
Q2 | $10.8M | Sell |
58,641
-979
| -2% | -$180K | 1.11% | 24 |
|
2024
Q1 | $9.08M | Sell |
59,620
-4,645
| -7% | -$707K | 0.97% | 28 |
|
2023
Q4 | $9.06M | Sell |
64,265
-889
| -1% | -$125K | 1% | 23 |
|
2023
Q3 | $8.59M | Buy |
65,154
+2,992
| +5% | +$394K | 1.07% | 23 |
|
2023
Q2 | $7.52M | Sell |
62,162
-1,775
| -3% | -$215K | 0.99% | 25 |
|
2023
Q1 | $6.65M | Sell |
63,937
-328
| -0.5% | -$34.1K | 0.91% | 27 |
|
2022
Q4 | $9.06M | Buy |
64,265
+15,389
| +31% | +$2.17M | 1% | 23 |
|
2022
Q3 | $4.7M | Buy |
48,876
+46,421
| +1,891% | +$4.46M | 1.05% | 25 |
|
2022
Q2 | $5.37M | Buy |
2,455
+5
| +0.2% | +$10.9K | 1.12% | 25 |
|
2022
Q1 | $6.84M | Buy |
2,450
+16
| +0.7% | +$44.7K | 1.3% | 18 |
|
2021
Q4 | $7.04M | Buy |
2,434
+53
| +2% | +$153K | 1.33% | 18 |
|
2021
Q3 | $6.35M | Buy |
2,381
+47
| +2% | +$125K | 1.33% | 17 |
|
2021
Q2 | $5.85M | Sell |
2,334
-116
| -5% | -$291K | 1.23% | 19 |
|
2021
Q1 | $5.07M | Sell |
2,450
-32
| -1% | -$66.2K | 1.18% | 22 |
|
2020
Q4 | $4.35M | Sell |
2,482
-54
| -2% | -$94.6K | 1.06% | 27 |
|
2020
Q3 | $3.73M | Sell |
2,536
-27
| -1% | -$39.7K | 0.98% | 31 |
|
2020
Q2 | $3.62M | Buy |
2,563
+22
| +0.9% | +$31.1K | 1.02% | 31 |
|
2020
Q1 | $2.96M | Buy |
2,541
+36
| +1% | +$41.9K | 1.02% | 32 |
|
2019
Q4 | $3.35M | Sell |
2,505
-203
| -7% | -$271K | 0.95% | 36 |
|
2019
Q3 | $3.3M | Sell |
2,708
-106
| -4% | -$129K | 0.98% | 33 |
|
2019
Q2 | $3.04M | Buy |
+2,814
| New | +$3.04M | 0.9% | 36 |
|