Ullmann Wealth Partners Group’s Alphabet (Google) Class C GOOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.5M	Buy	5,221 +361	+7%	+$113K	0.16%	59
2025 Q4	$1.37M	Hold	4,860	–	–	0.14%	66
2025 Q3	$1.18M	Buy	4,860 +600	+14%	+$126K	0.13%	68
2025 Q2	$756K	Buy	4,260 +264	+7%	+$43.6K	0.09%	74
2025 Q1	$624K	Sell	3,996 -109	-3%	-$20K	0.08%	79
2024 Q4	$782K	Buy	4,105 +111	+3%	+$19.6K	0.1%	69
2024 Q3	$668K	Buy	3,994 +821	+26%	+$139K	0.09%	73
2024 Q2	$582K	Buy	3,173 +395	+14%	+$67.2K	0.08%	67
2024 Q1	$423K	Sell	2,778 -356	-11%	-$51.4K	0.06%	79
2023 Q4	$442K	Buy	3,134 +567	+22%	+$76.9K	0.07%	70
2023 Q3	$338K	Buy	2,567 +234	+10%	+$30.4K	0.06%	76
2023 Q2	$282K	Sell	2,333 -30	-1%	-$3.47K	0.06%	84
2023 Q1	$246K	Buy	+2,363	New	+$228K	0.06%	80