Spartan Planning & Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1,000K Sell
5,672
-467
-8% -$82.3K 0.86% 24
2025
Q1
$949K Sell
6,139
-5,183
-46% -$801K 0.92% 27
2024
Q4
$2.14M Buy
+11,322
New +$2.14M 1.96% 16
2023
Q4
$1.34M Buy
9,599
+3,331
+53% +$465K 1.43% 16
2023
Q3
$820K Buy
+6,268
New +$820K 0.96% 20
2022
Q2
Sell
-9,900
Closed -$1.38M 123
2022
Q1
$1.38M Buy
+9,900
New +$1.38M 1.72% 12