Summit Wealth & Retirement Planning’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 | $1.26M | Buy |
7,116
+951
| +15% | +$169K | 0.34% | 32 |
|
|
2025
Q1 | $963K | Buy |
6,165
+721
| +13% | +$113K | 0.3% | 31 |
|
|
2024
Q4 | $1.04M | Buy |
5,444
+280
| +5% | +$53.3K | 0.32% | 26 |
|
|
2024
Q3 | $863K | Buy |
5,164
+160
| +3% | +$26.8K | 0.28% | 25 |
|
|
2024
Q2 | $918K | Sell |
5,004
-1,665
| -25% | -$305K | 0.31% | 26 |
|
|
2024
Q1 | $1.02M | Buy |
6,669
+60
| +0.9% | +$9.14K | 0.36% | 25 |
|
|
2023
Q4 | $931K | Sell |
6,609
-1
| -0% | -$141 | 0.39% | 24 |
|
|
2023
Q3 | $872K | Sell |
6,610
-690
| -9% | -$91K | 0.35% | 26 |
|
|
2023
Q2 | $883K | Buy |
7,300
+4,020
| +123% | +$486K | 0.35% | 27 |
|
|
2023
Q1 | $341K | Sell |
3,280
-200
| -6% | -$20.8K | 0.13% | 75 |
|
|
2022
Q4 | $309K | Hold |
3,480
| – | – | 0.13% | 80 |
|
|
2022
Q3 | $335K | Hold |
3,480
| – | – | 0.13% | 83 |
|
|
2022
Q2 | $381K | Buy |
3,480
+1,700
| +96% | +$186K | 0.15% | 81 |
|
|
2022
Q1 | $249K | Sell |
1,780
-860
| -33% | -$120K | 0.09% | 94 |
|
|
2021
Q4 | $382K | Sell |
2,640
-520
| -16% | -$75.2K | 0.13% | 73 |
|
|
2021
Q3 | $421K | Sell |
3,160
-620
| -16% | -$82.6K | 0.15% | 66 |
|
|
2021
Q2 | $474K | Sell |
3,780
-2,520
| -40% | -$316K | 0.18% | 60 |
|
|
2021
Q1 | $652K | Sell |
6,300
-1,000
| -14% | -$103K | 0.24% | 63 |
|
|
2020
Q4 | $639K | Sell |
7,300
-420
| -5% | -$36.8K | 0.24% | 71 |
|
|
2020
Q3 | $567K | Sell |
7,720
-100
| -1% | -$7.35K | 0.24% | 69 |
|
|
2020
Q2 | $553K | Buy |
7,820
+80
| +1% | +$5.66K | 0.26% | 70 |
|
|
2020
Q1 | $450K | Buy |
7,740
+2,620
| +51% | +$152K | 0.24% | 73 |
|
|
2019
Q4 | $342K | Sell |
5,120
-60
| -1% | -$4.01K | 0.15% | 102 |
|
|
2019
Q3 | $316K | Hold |
5,180
| – | – | 0.19% | 96 |
|
|
2019
Q2 | $280K | Hold |
5,180
| – | – | 0.16% | 110 |
|
|
2019
Q1 | $304K | Buy |
5,180
+980
| +23% | +$57.5K | 0.18% | 109 |
|
|
2018
Q4 | $217K | Buy |
+4,200
| New | +$217K | 0.16% | 105 |
|