Sweet Financial 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
2024
Q3
$3.39M Sell
20,276
-664
-3% -$111K 0.73% 24
2024
Q2
$3.84M Buy
20,940
+680
+3% +$125K 0.88% 18
2024
Q1
$3.08M Buy
20,260
+2,677
+15% +$408K 0.71% 25
2023
Q4
$2.48M Buy
17,583
+1,295
+8% +$183K 0.59% 36
2023
Q3
$2.15M Buy
16,288
+14,241
+696% +$1.88M 0.57% 31
2023
Q2
$248K Buy
2,047
+12
+0.6% +$1.45K 0.06% 154
2023
Q1
$212K Buy
+2,035
New +$212K 0.06% 167
2022
Q2
Sell
-1,820
Closed -$254K 177
2022
Q1
$254K Buy
1,820
+400
+28% +$55.8K 0.07% 146
2021
Q4
$205K Buy
+1,420
New +$205K 0.09% 147