TWA
Tandem Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $986K | Buy |
5,595
+995
| +22% | +$175K | 0.49% | 21 |
|
2025
Q1 | $711K | Sell |
4,600
-666
| -13% | -$103K | 0.37% | 23 |
|
2024
Q4 | $997K | Buy |
5,266
+305
| +6% | +$57.7K | 0.51% | 20 |
|
2024
Q3 | $823K | Sell |
4,961
-36
| -0.7% | -$5.97K | 0.42% | 19 |
|
2024
Q2 | $910K | Sell |
4,997
-38
| -0.8% | -$6.92K | 0.49% | 18 |
|
2024
Q1 | $760K | Sell |
5,035
-52
| -1% | -$7.85K | 0.42% | 18 |
|
2023
Q4 | $711K | Sell |
5,087
-33
| -0.6% | -$4.61K | 0.41% | 18 |
|
2023
Q3 | $670K | Sell |
5,120
-114
| -2% | -$14.9K | 0.41% | 19 |
|
2023
Q2 | $627K | Sell |
5,234
-123
| -2% | -$14.7K | 0.38% | 19 |
|
2023
Q1 | $556K | Hold |
5,357
| – | – | 0.35% | 19 |
|
2022
Q4 | $473K | Buy |
+5,357
| New | +$473K | 0.3% | 24 |
|