Summit Wealth Partners’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 | $497K | Buy |
2,804
+1
| +0% | +$177 | 0.09% | 132 |
|
|
2025
Q1 | $438K | Buy |
2,803
+412
| +17% | +$64.4K | 0.09% | 135 |
|
|
2024
Q4 | $455K | Hold |
2,391
| – | – | 0.09% | 128 |
|
|
2024
Q3 | $400K | Buy |
2,391
+101
| +4% | +$16.9K | 0.08% | 159 |
|
|
2024
Q2 | $420K | Buy |
2,290
+200
| +10% | +$36.7K | 0.09% | 147 |
|
|
2024
Q1 | $318K | Sell |
2,090
-60
| -3% | -$9.14K | 0.07% | 171 |
|
|
2023
Q4 | $303K | Buy |
2,150
+60
| +3% | +$8.46K | 0.07% | 161 |
|
|
2023
Q3 | $276K | Buy |
2,090
+300
| +17% | +$39.6K | 0.07% | 155 |
|
|
2023
Q2 | $217K | Buy |
+1,790
| New | +$217K | 0.05% | 172 |
|