Sweet Financial 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
2024
Q3
$291K Hold
1,757
0.06% 167
2024
Q2
$320K Sell
1,757
-47
-3% -$8.56K 0.07% 154
2024
Q1
$272K Sell
1,804
-121
-6% -$18.3K 0.06% 173
2023
Q4
$269K Sell
1,925
-25
-1% -$3.49K 0.06% 164
2023
Q3
$255K Sell
1,950
-27
-1% -$3.53K 0.07% 152
2023
Q2
$237K Buy
+1,977
New +$237K 0.06% 157
2022
Q3
Sell
-2,340
Closed -$255K 171
2022
Q2
$255K Buy
2,340
+100
+4% +$10.9K 0.08% 142
2022
Q1
$312K Sell
2,240
-540
-19% -$75.2K 0.08% 131
2021
Q4
$403K Buy
+2,780
New +$403K 0.17% 88