Summit Wealth Group’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 | $485K | Sell |
2,753
-82
| -3% | -$14.4K | 0.12% | 61 |
|
|
2025
Q1 | $438K | Sell |
2,835
-187
| -6% | -$28.9K | 0.13% | 61 |
|
|
2024
Q4 | $572K | Hold |
3,022
| – | – | 0.17% | 53 |
|
|
2024
Q3 | $501K | Hold |
3,022
| – | – | 0.14% | 55 |
|
|
2024
Q2 | $550K | Buy |
3,022
+58
| +2% | +$10.6K | 0.17% | 52 |
|
|
2024
Q1 | $447K | Hold |
2,964
| – | – | 0.3% | 28 |
|
|
2023
Q4 | $414K | Hold |
2,964
| – | – | 0.32% | 25 |
|
|
2023
Q3 | $388K | Hold |
2,964
| – | – | 0.35% | 25 |
|
|
2023
Q2 | $355K | Sell |
2,964
-304,492
| -99% | -$36.5M | 0.14% | 52 |
|
|
2023
Q1 | $3K | Buy |
307,456
+304,972
| +12,277% | +$2.98K | 0.07% | 69 |
|
|
2022
Q4 | $219K | Buy |
+2,484
| New | +$219K | 0.23% | 29 |
|
|
2022
Q2 | – | Sell |
-1,840
| Closed | -$256K | – | 25 |
|
|
2022
Q1 | $256K | Buy |
1,840
+40
| +2% | +$5.57K | 0.27% | 24 |
|
|
2021
Q4 | $261K | Sell |
1,800
-340
| -16% | -$49.3K | 0.3% | 23 |
|
|
2021
Q3 | $286K | Sell |
2,140
-140
| -6% | -$18.7K | 0.45% | 34 |
|
|
2021
Q2 | $278K | Sell |
2,280
-40
| -2% | -$4.88K | 0.41% | 19 |
|
|
2021
Q1 | $239K | Buy |
+2,320
| New | +$239K | 0.39% | 13 |
|