Summit Wealth Partners’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$683K Hold
2025
Q2
$497K Buy
2025
Q1
$438K Buy
2024
Q4
$455K Hold
2024
Q3
$400K Buy
2024
Q2
$420K Buy
2024
Q1
$318K Sell
2023
Q4
$303K Buy
2023
Q3
$276K Buy
2023
Q2
$217K Buy