Triad Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.92M | Buy |
10,914
+1,584
| +17% | +$279K | 0.39% | 52 |
|
2025
Q1 | $1.44M | Sell |
9,330
-444
| -5% | -$68.7K | 0.45% | 42 |
|
2024
Q4 | $1.85M | Buy |
+9,774
| New | +$1.85M | 0.67% | 33 |
|
2024
Q3 | – | Sell |
-11,993
| Closed | -$2.18M | – | 386 |
|
2024
Q2 | $2.18M | Buy |
11,993
+3,972
| +50% | +$723K | 1.14% | 18 |
|
2024
Q1 | $1.21M | Buy |
+8,021
| New | +$1.21M | 0.93% | 20 |
|