Summit Wealth & Retirement Planning’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $2.11M | Hold |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $890K | Sell |
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|
2023
Q3 | $843K | Sell |
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|
2023
Q2 | $941K | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $1.7M | Hold |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.57M | Sell |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $1.43M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.47M | Hold |
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|
2018
Q4 | $1.3M | Buy |
|