SFS
Summit Financial Strategies’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
3,314
+291
| +10% | +$51.6K | 0.05% | 78 |
|
|
2025
Q1 | $472K | Hold |
3,023
| – | – | 0.05% | 88 |
|
|
2024
Q4 | $576K | Sell |
3,023
-29
| -1% | -$5.52K | 0.06% | 75 |
|
|
2024
Q3 | $510K | Sell |
3,052
-108
| -3% | -$18.1K | 0.06% | 81 |
|
|
2024
Q2 | $580K | Buy |
3,160
+349
| +12% | +$64K | 0.07% | 71 |
|
|
2024
Q1 | $428K | Buy |
2,811
+61
| +2% | +$9.29K | 0.06% | 89 |
|
|
2023
Q4 | $388K | Hold |
2,750
| – | – | 0.06% | 91 |
|
|
2023
Q3 | $363K | Buy |
2,750
+300
| +12% | +$39.6K | 0.07% | 87 |
|
|
2023
Q2 | $296K | Hold |
2,450
| – | – | 0.06% | 101 |
|
|
2023
Q1 | $255K | Sell |
2,450
-10
| -0.4% | -$1.04K | 0.05% | 103 |
|
|
2022
Q4 | $218K | Sell |
2,460
-400
| -14% | -$35.5K | 0.05% | 104 |
|
|
2022
Q3 | $275K | Buy |
2,860
+2,722
| +1,972% | +$262K | 0.07% | 97 |
|
|
2022
Q2 | $302K | Hold |
138
| – | – | 0.07% | 85 |
|
|
2022
Q1 | $385K | Sell |
138
-9
| -6% | -$25.1K | 0.08% | 75 |
|
|
2021
Q4 | $425K | Buy |
147
+2
| +1% | +$5.78K | 0.08% | 72 |
|
|
2021
Q3 | $386K | Hold |
145
| – | – | 0.07% | 74 |
|
|
2021
Q2 | $363K | Buy |
+145
| New | +$363K | 0.07% | 78 |
|