Summit Investment Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
+1,222
New +$231K 0.19% 54
2025
Q1
Sell
-1,154
Closed -$215K 56
2024
Q4
$215K Buy
+1,154
New +$215K 0.19% 53