Sweet Financial Partners’s Alphabet (Google) Class C GOOG Stock Holding History

Sweet Financial Partners’s Portfolio GOOG Stock Details GOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.39M	Sell	20,276 -664	-3%	-$112K	0.73%	24
2024 Q2	$3.84M	Buy	20,940 +680	+3%	+$116K	0.88%	18
2024 Q1	$3.08M	Buy	20,260 +2,677	+15%	+$386K	0.71%	25
2023 Q4	$2.48M	Buy	17,583 +1,295	+8%	+$176K	0.59%	36
2023 Q3	$2.15M	Buy	16,288 +14,241	+696%	+$1.85M	0.57%	31
2023 Q2	$248K	Buy	2,047 +12	+0.6%	+$1.39K	0.06%	156
2023 Q1	$212K	Buy	+2,035	New	+$196K	0.06%	167
2022 Q2	–	Sell	-1,820	Closed	-$254K	–	177
2022 Q1	$254K	Buy	1,820 +400	+28%	+$54.4K	0.07%	146
2021 Q4	$205K	Buy	+1,420	New	+$205K	0.09%	147

Other funds holding GOOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sweet Financial Partners's GOOG Position: Q3 2024 in Review

Sweet Financial Partners reduced its Alphabet (Google) Class C (GOOG) stake by 3.2% in Q3 2024, selling an estimated $112K and leaving 20,276 shares worth $3.39M. The position accounts for 0.73% of the portfolio, ranked #24.

Sweet Financial Partners first reported a position in GOOG in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.84M in Q2 2024. 4,093 funds tracked by Wall St. Rank hold GOOG as of Q3 2024.

Sweet Financial Partners held 20,276 shares of Alphabet (Google) Class C worth $3.39M as of Q3 2024.
Sweet Financial Partners sold 664 Alphabet (Google) Class C shares in Q3 2024, an estimated $112K.
Alphabet (Google) Class C made up 0.73% of Sweet Financial Partners's portfolio in Q3 2024, its #24 holding.
Sweet Financial Partners first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 9 quarters since.
Sweet Financial Partners's Alphabet (Google) Class C position peaked at $3.84M in Q2 2024.
4,093 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.