SVWAG
Sound View Wealth Advisors Group’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58M | Buy |
48,678
+6,191
| +15% | +$1.09M | 0.63% | 42 |
|
|
2025
Q1 | $6.57M | Sell |
42,487
-223
| -0.5% | -$34.5K | 0.54% | 49 |
|
|
2024
Q4 | $8.08M | Buy |
42,710
+2,433
| +6% | +$461K | 0.65% | 38 |
|
|
2024
Q3 | $6.68M | Buy |
40,277
+5,841
| +17% | +$969K | 0.55% | 49 |
|
|
2024
Q2 | $6.27M | Buy |
34,436
+1,190
| +4% | +$217K | 0.65% | 44 |
|
|
2024
Q1 | $5.02M | Sell |
33,246
-1,028
| -3% | -$155K | 0.53% | 50 |
|
|
2023
Q4 | $4.79M | Sell |
34,274
-3,282
| -9% | -$458K | 0.53% | 49 |
|
|
2023
Q3 | $4.91M | Buy |
37,556
+507
| +1% | +$66.3K | 0.61% | 43 |
|
|
2023
Q2 | $4.43M | Sell |
37,049
-1,418
| -4% | -$170K | 0.58% | 44 |
|
|
2023
Q1 | $3.99M | Buy |
38,467
+4,193
| +12% | +$435K | 0.55% | 45 |
|
|
2022
Q4 | $4.79M | Buy |
34,274
+7,554
| +28% | +$1.06M | 0.53% | 49 |
|
|
2022
Q3 | $2.56M | Buy |
26,720
+25,415
| +1,948% | +$2.43M | 0.57% | 49 |
|
|
2022
Q2 | $2.84M | Buy |
1,305
+58
| +5% | +$126K | 0.6% | 48 |
|
|
2022
Q1 | $3.47M | Buy |
1,247
+71
| +6% | +$197K | 0.66% | 45 |
|
|
2021
Q4 | $3.41M | Buy |
1,176
+20
| +2% | +$57.9K | 0.64% | 43 |
|
|
2021
Q3 | $3.09M | Buy |
1,156
+34
| +3% | +$90.9K | 0.65% | 45 |
|
|
2021
Q2 | $2.74M | Buy |
1,122
+1
| +0.1% | +$2.44K | 0.58% | 48 |
|
|
2021
Q1 | $2.31M | Buy |
1,121
+5
| +0.4% | +$10.3K | 0.54% | 52 |
|
|
2020
Q4 | $1.96M | Sell |
1,116
-15
| -1% | -$26.3K | 0.48% | 56 |
|
|
2020
Q3 | $1.66M | Sell |
1,131
-21
| -2% | -$30.8K | 0.44% | 59 |
|
|
2020
Q2 | $1.63M | Buy |
1,152
+139
| +14% | +$197K | 0.46% | 60 |
|
|
2020
Q1 | $1.18M | Buy |
1,013
+21
| +2% | +$24.4K | 0.41% | 72 |
|
|
2019
Q4 | $1.33M | Buy |
992
+44
| +5% | +$58.9K | 0.38% | 81 |
|
|
2019
Q3 | $1.16M | Sell |
948
-19
| -2% | -$23.2K | 0.35% | 84 |
|
|
2019
Q2 | $1.05M | Buy |
+967
| New | +$1.05M | 0.31% | 90 |
|