Summit Financial Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $890K | Buy |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $235K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $266K | Hold |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $201K | Buy |
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