SFWA
Summit Financial 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
Q1 | $1.42M | Sell |
9,118
-823
| -8% | -$129K | 0.28% | 46 |
|
|
2024
Q4 | $2.01M | Buy |
9,941
+1,161
| +13% | +$235K | 0.39% | 42 |
|
|
2024
Q3 | $1.47M | Hold |
8,780
| – | – | 0.28% | 47 |
|
|
2024
Q2 | $1.61M | Buy |
8,780
+250
| +3% | +$45.9K | 0.33% | 42 |
|
|
2024
Q1 | $1.3M | Hold |
8,530
| – | – | 0.26% | 46 |
|
|
2023
Q4 | $1.2M | Hold |
8,530
| – | – | 0.27% | 49 |
|
|
2023
Q3 | $1.13M | Buy |
8,530
+749
| +10% | +$99.2K | 0.28% | 47 |
|
|
2023
Q2 | $941K | Sell |
7,781
-412
| -5% | -$49.8K | 0.22% | 55 |
|
|
2023
Q1 | $852K | Buy |
8,193
+480
| +6% | +$49.9K | 0.2% | 58 |
|
|
2022
Q4 | $684K | Buy |
7,713
+53
| +0.7% | +$4.7K | 0.17% | 68 |
|
|
2022
Q3 | $709K | Buy |
7,660
+600
| +8% | +$55.5K | 0.2% | 58 |
|
|
2022
Q2 | $764K | Buy |
7,060
+6,701
| +1,867% | +$725K | 0.18% | 62 |
|
|
2022
Q1 | $1M | Buy |
359
+6
| +2% | +$16.8K | 0.2% | 54 |
|
|
2021
Q4 | $1.02M | Sell |
353
-25
| -7% | -$72.2K | 0.2% | 53 |
|
|
2021
Q3 | $1.01M | Hold |
378
| – | – | 0.23% | 52 |
|
|
2021
Q2 | $947K | Buy |
378
+36
| +11% | +$90.2K | 0.21% | 55 |
|
|
2021
Q1 | $599K | Sell |
342
-35
| -9% | -$61.3K | 0.15% | 61 |
|
|
2020
Q4 | $554K | Sell |
377
-3
| -0.8% | -$4.41K | 0.15% | 61 |
|
|
2020
Q3 | $618K | Hold |
380
| – | – | 0.16% | 61 |
|
|
2020
Q2 | $568K | Hold |
380
| – | – | 0.15% | 67 |
|
|
2020
Q1 | $451K | Buy |
380
+4
| +1% | +$4.75K | 0.14% | 74 |
|
|
2019
Q4 | $539K | Sell |
376
-5
| -1% | -$7.17K | 0.13% | 88 |
|
|
2019
Q3 | $463K | Hold |
381
| – | – | 0.11% | 99 |
|
|
2019
Q2 | $412K | Sell |
381
-3,041
| -89% | -$3.29M | 0.1% | 108 |
|
|
2019
Q1 | $4.13M | Buy |
3,422
+231
| +7% | +$279K | 1.09% | 27 |
|
|
2018
Q4 | $3.31M | Sell |
3,191
-51
| -2% | -$52.8K | 1.07% | 25 |
|
|
2018
Q3 | $3.54M | Buy |
3,242
+959
| +42% | +$1.05M | 1.06% | 29 |
|
|
2018
Q2 | $2.36M | Hold |
2,283
| – | – | 0.79% | 42 |
|
|
2018
Q1 | $2.36M | Buy |
+2,283
| New | +$2.36M | 0.77% | 42 |
|
|
2015
Q4 | – | Sell |
-13
| Closed | -$7K | – | 156 |
|
|
2015
Q3 | $7K | Sell |
13
-13
| -50% | -$7K | ﹤0.01% | 197 |
|
|
2015
Q2 | $13K | Hold |
26
| – | – | 0.01% | 218 |
|
|
2015
Q1 | $14K | Sell |
26
-6
| -19% | -$3.23K | 0.01% | 184 |
|
|
2014
Q4 | $16K | Buy |
+32
| New | +$16K | 0.01% | 178 |
|