UCFA
United Capital Financial 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 | $123M | Sell |
699,628
-9,216
| -1% | -$1.62M | 0.99% | 15 |
|
|
2025
Q1 | $110M | Buy |
708,844
+41,511
| +6% | +$6.42M | 0.94% | 21 |
|
|
2024
Q4 | $126M | Buy |
667,333
+10,618
| +2% | +$2.01M | 1.07% | 17 |
|
|
2024
Q3 | $109M | Buy |
656,715
+60,862
| +10% | +$10.1M | 0.9% | 22 |
|
|
2024
Q2 | $109M | Sell |
595,853
-58,520
| -9% | -$10.7M | 0.93% | 21 |
|
|
2024
Q1 | $98.8M | Sell |
654,373
-78,927
| -11% | -$11.9M | 0.81% | 23 |
|
|
2023
Q4 | $102M | Sell |
733,300
-358,773
| -33% | -$50.1M | 0.85% | 21 |
|
|
2023
Q3 | $143M | Sell |
1,092,073
-113,402
| -9% | -$14.8M | 0.94% | 18 |
|
|
2023
Q2 | $144M | Sell |
1,205,475
-41,776
| -3% | -$5M | 0.79% | 22 |
|
|
2023
Q1 | $129M | Sell |
1,247,251
-48,795
| -4% | -$5.06M | 0.72% | 24 |
|
|
2022
Q4 | $114M | Buy |
1,296,046
+9,452
| +0.7% | +$834K | 0.64% | 30 |
|
|
2022
Q3 | $123M | Buy |
1,286,594
+1,219,962
| +1,831% | +$117M | 0.73% | 25 |
|
|
2022
Q2 | $145M | Buy |
66,632
+2,461
| +4% | +$5.36M | 0.8% | 20 |
|
|
2022
Q1 | $178M | Sell |
64,171
-2,289
| -3% | -$6.37M | 0.87% | 18 |
|
|
2021
Q4 | $193M | Sell |
66,460
-789
| -1% | -$2.29M | 0.89% | 18 |
|
|
2021
Q3 | $180M | Sell |
67,249
-2,802
| -4% | -$7.49M | 0.9% | 18 |
|
|
2021
Q2 | $171M | Sell |
70,051
-1,373
| -2% | -$3.35M | 0.86% | 18 |
|
|
2021
Q1 | $147M | Sell |
71,424
-642
| -0.9% | -$1.32M | 0.82% | 19 |
|
|
2020
Q4 | $126M | Sell |
72,066
-1,841
| -2% | -$3.23M | 0.76% | 17 |
|
|
2020
Q3 | $108M | Buy |
73,907
+1,121
| +2% | +$1.64M | 0.71% | 19 |
|
|
2020
Q2 | $103M | Buy |
72,786
+4,281
| +6% | +$6.07M | 0.75% | 19 |
|
|
2020
Q1 | $77.4M | Sell |
68,505
-4,017
| -6% | -$4.54M | 0.64% | 22 |
|
|
2019
Q4 | $97.1M | Buy |
72,522
+3,963
| +6% | +$5.31M | 0.63% | 22 |
|
|
2019
Q3 | $83.7M | Sell |
68,559
-4,007
| -6% | -$4.89M | 0.59% | 24 |
|
|
2019
Q2 | $78.6M | Buy |
72,566
+2,270
| +3% | +$2.46M | 0.51% | 34 |
|
|
2019
Q1 | $82.7M | Buy |
70,296
+1,913
| +3% | +$2.25M | 0.58% | 26 |
|
|
2018
Q4 | $71.5M | Buy |
68,383
+2,040
| +3% | +$2.13M | 0.57% | 30 |
|
|
2018
Q3 | $80.1M | Buy |
66,343
+760
| +1% | +$917K | 0.56% | 27 |
|
|
2018
Q2 | $74.1M | Buy |
65,583
+176
| +0.3% | +$199K | 0.55% | 27 |
|
|
2018
Q1 | $67.8M | Buy |
65,407
+3,297
| +5% | +$3.42M | 0.52% | 30 |
|
|
2017
Q4 | $65.6M | Sell |
62,110
-24
| -0% | -$25.3K | 0.52% | 31 |
|
|
2017
Q3 | $60.5M | Buy |
62,134
+8,345
| +16% | +$8.13M | 0.51% | 34 |
|
|
2017
Q2 | $50M | Buy |
53,789
+1,012
| +2% | +$941K | 0.45% | 41 |
|
|
2017
Q1 | $44.7M | Buy |
52,777
+34
| +0.1% | +$28.8K | 0.42% | 49 |
|
|
2016
Q4 | $41.8M | Buy |
52,743
+1,620
| +3% | +$1.28M | 0.41% | 50 |
|
|
2016
Q3 | $41.1M | Buy |
51,123
+5,833
| +13% | +$4.69M | 0.4% | 49 |
|
|
2016
Q2 | $31.9M | Buy |
45,290
+4,447
| +11% | +$3.13M | 0.32% | 61 |
|
|
2016
Q1 | $31.2M | Sell |
40,843
-1,840
| -4% | -$1.4M | 0.34% | 55 |
|
|
2015
Q4 | $33.2M | Buy |
+42,683
| New | +$33.2M | 0.38% | 48 |
|