Summit Wealth Partners’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
$285K Buy
1,618
+52
+3% +$9.16K 0.05% 181
2025
Q1
$242K Sell
1,566
-57
-4% -$8.82K 0.05% 190
2024
Q4
$307K Buy
+1,623
New +$307K 0.06% 164
2024
Q3
Sell
-1,144
Closed -$208K 239
2024
Q2
$208K Buy
+1,144
New +$208K 0.04% 215