SWA
Strata 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 | $3.8M | Sell |
21,404
-108
| -0.5% | -$19.2K | 1.05% | 18 |
|
2025
Q1 | $3.36M | Sell |
21,512
-618
| -3% | -$96.6K | 1.04% | 17 |
|
2024
Q4 | $4.21M | Buy |
22,130
+77
| +0.3% | +$14.7K | 1.32% | 15 |
|
2024
Q3 | $3.69M | Buy |
22,053
+161
| +0.7% | +$26.9K | 1.19% | 14 |
|
2024
Q2 | $4.02M | Buy |
21,892
+137
| +0.6% | +$25.1K | 1.38% | 12 |
|
2024
Q1 | $3.31M | Buy |
21,755
+1,847
| +9% | +$281K | 1.17% | 13 |
|
2023
Q4 | $2.81M | Buy |
19,908
+17,251
| +649% | +$2.43M | 1.1% | 18 |
|
2023
Q3 | $350K | Buy |
+2,657
| New | +$350K | 0.17% | 38 |
|
2023
Q1 | $1.65M | Buy |
15,880
+360
| +2% | +$37.4K | 0.85% | 14 |
|
2022
Q4 | $1.38M | Buy |
+15,520
| New | +$1.38M | 0.76% | 18 |
|