SFWA
Summit Financial Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $285K | Buy |
1,840
+543
| +42% | +$84K | 0.06% | 119 |
|
|
2024
Q4 | $261K | Sell |
1,297
-6
| -0.5% | -$1.21K | 0.05% | 128 |
|
|
2024
Q3 | $216K | Hold |
1,303
| – | – | 0.04% | 143 |
|
|
2024
Q2 | $237K | Buy |
+1,303
| New | +$237K | 0.05% | 124 |
|
|
2024
Q1 | – | Sell |
-1,680
| Closed | -$235K | – | 136 |
|
|
2023
Q4 | $235K | Buy |
+1,680
| New | +$235K | 0.05% | 111 |
|
|
2018
Q3 | – | Sell |
-256
| Closed | -$266K | – | 149 |
|
|
2018
Q2 | $266K | Hold |
256
| – | – | 0.09% | 112 |
|
|
2018
Q1 | $266K | Buy |
256
+50
| +24% | +$52K | 0.09% | 116 |
|
|
2017
Q4 | $217K | Hold |
206
| – | – | 0.07% | 133 |
|
|
2017
Q3 | $201K | Buy |
+206
| New | +$201K | 0.07% | 131 |
|