Summit Wealth Group’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
3,044
-136
| -4% | -$24.1K | 0.14% | 58 |
|
|
2025
Q1 | $497K | Sell |
3,180
-667
| -17% | -$104K | 0.15% | 60 |
|
|
2024
Q4 | $733K | Sell |
3,847
-529
| -12% | -$101K | 0.21% | 47 |
|
|
2024
Q3 | $732K | Sell |
4,376
-11
| -0.3% | -$1.84K | 0.21% | 48 |
|
|
2024
Q2 | $805K | Buy |
4,387
+73
| +2% | +$13.4K | 0.24% | 45 |
|
|
2024
Q1 | $657K | Sell |
4,314
-876
| -17% | -$133K | 0.45% | 23 |
|
|
2023
Q4 | $731K | Sell |
5,190
-1,614
| -24% | -$227K | 0.57% | 22 |
|
|
2023
Q3 | $897K | Hold |
6,804
| – | – | 0.8% | 18 |
|
|
2023
Q2 | $823K | Sell |
6,804
-698,833
| -99% | -$84.5M | 0.33% | 38 |
|
|
2023
Q1 | $7K | Buy |
705,637
+699,332
| +11,092% | +$6.94K | 0.17% | 45 |
|
|
2022
Q4 | $559K | Buy |
6,305
+740
| +13% | +$65.6K | 0.59% | 22 |
|
|
2022
Q3 | $535K | Sell |
5,565
-115
| -2% | -$11.1K | 0.63% | 18 |
|
|
2022
Q2 | $622K | Hold |
5,680
| – | – | 0.73% | 17 |
|
|
2022
Q1 | $794K | Sell |
5,680
-3,440
| -38% | -$481K | 0.83% | 17 |
|
|
2021
Q4 | $1.32M | Sell |
9,120
-340
| -4% | -$49.2K | 1.5% | 13 |
|
|
2021
Q3 | $1.26M | Buy |
9,460
+480
| +5% | +$64K | 1.99% | 11 |
|
|
2021
Q2 | $1.13M | Buy |
8,980
+6,340
| +240% | +$795K | 1.67% | 9 |
|
|
2021
Q1 | $273K | Sell |
2,640
-60
| -2% | -$6.21K | 0.44% | 11 |
|
|
2020
Q4 | $237K | Buy |
+2,700
| New | +$237K | 0.15% | 38 |
|