UWPG
Ullmann Wealth Partners Group’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
9,612
+552
| +6% | +$97.3K | 0.2% | 53 |
|
|
2025
Q1 | $1.4M | Buy |
9,060
+465
| +5% | +$71.9K | 0.19% | 49 |
|
|
2024
Q4 | $1.63M | Buy |
8,595
+483
| +6% | +$91.4K | 0.21% | 44 |
|
|
2024
Q3 | $1.35M | Sell |
8,112
-459
| -5% | -$76.1K | 0.17% | 47 |
|
|
2024
Q2 | $1.56M | Buy |
8,571
+1,353
| +19% | +$246K | 0.22% | 42 |
|
|
2024
Q1 | $1.09M | Buy |
7,218
+1,318
| +22% | +$199K | 0.16% | 49 |
|
|
2023
Q4 | $824K | Buy |
5,900
+1,618
| +38% | +$226K | 0.13% | 49 |
|
|
2023
Q3 | $560K | Buy |
4,282
+1,174
| +38% | +$154K | 0.1% | 55 |
|
|
2023
Q2 | $372K | Buy |
3,108
+209
| +7% | +$25K | 0.07% | 71 |
|
|
2023
Q1 | $301K | Buy |
+2,899
| New | +$301K | 0.07% | 71 |
|
|
2022
Q4 | – | Sell |
-2,200
| Closed | -$210K | – | 86 |
|
|
2022
Q3 | $210K | Buy |
2,200
+2,103
| +2,168% | +$201K | 0.06% | 80 |
|
|
2022
Q2 | $211K | Sell |
97
-3
| -3% | -$6.53K | 0.06% | 77 |
|
|
2022
Q1 | $278K | Buy |
100
+9
| +10% | +$25K | 0.07% | 69 |
|
|
2021
Q4 | $264K | Buy |
91
+8
| +10% | +$23.2K | 0.07% | 75 |
|
|
2021
Q3 | $222K | Buy |
+83
| New | +$222K | 0.09% | 78 |
|