Summit Financial Strategies’s Alphabet (Google) Class C GOOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Sell	4,090 -279	-6%	-$87.7K	0.09%	64
2025 Q4	$1.37M	Buy	4,369 +326	+8%	+$93.4K	0.11%	59
2025 Q3	$985K	Buy	4,043 +729	+22%	+$153K	0.08%	64
2025 Q2	$588K	Buy	3,314 +291	+10%	+$48.1K	0.05%	78
2025 Q1	$472K	Hold	3,023	–	–	0.05%	88
2024 Q4	$576K	Sell	3,023 -29	-1%	-$5.12K	0.06%	75
2024 Q3	$510K	Sell	3,052 -108	-3%	-$18.3K	0.06%	81
2024 Q2	$580K	Buy	3,160 +349	+12%	+$59.4K	0.07%	71
2024 Q1	$428K	Buy	2,811 +61	+2%	+$8.8K	0.06%	89
2023 Q4	$388K	Hold	2,750	–	–	0.06%	91
2023 Q3	$363K	Buy	2,750 +300	+12%	+$39K	0.07%	87
2023 Q2	$296K	Hold	2,450	–	–	0.06%	101
2023 Q1	$255K	Sell	2,450 -10	-0.4%	-$966	0.05%	103
2022 Q4	$218K	Sell	2,460 -400	-14%	-$38.2K	0.05%	104
2022 Q3	$275K	Buy	2,860 +100	+4%	+$11.2K	0.07%	97
2022 Q2	$302K	Hold	2,760	–	–	0.07%	85
2022 Q1	$385K	Sell	2,760 -180	-6%	-$24.5K	0.08%	75
2021 Q4	$425K	Buy	2,940 +40	+1%	+$5.78K	0.08%	72
2021 Q3	$386K	Hold	2,900	–	–	0.08%	76
2021 Q2	$363K	Buy	+2,900	New	+$346K	0.08%	79