UP Strategic Wealth Investment Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
3,212
-81
| -2% | -$14.4K | 0.44% | 37 |
|
|
2025
Q1 | $514K | Buy |
3,293
+7
| +0.2% | +$1.09K | 0.46% | 41 |
|
|
2024
Q4 | $626K | Sell |
3,286
-82
| -2% | -$15.6K | 0.63% | 29 |
|
|
2024
Q3 | $563K | Buy |
3,368
+258
| +8% | +$43.1K | 0.63% | 30 |
|
|
2024
Q2 | $570K | Buy |
3,110
+160
| +5% | +$29.3K | 0.86% | 26 |
|
|
2024
Q1 | $449K | Hold |
2,950
| – | – | 0.73% | 32 |
|
|
2023
Q4 | $416K | Buy |
+2,950
| New | +$416K | 0.76% | 32 |
|