USWIA
UP Strategic Wealth Investment 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 | $2.28M | Sell |
12,954
-780
| -6% | -$137K | 1.78% | 12 |
|
|
2025
Q1 | $2.12M | Buy |
13,734
+1,799
| +15% | +$278K | 1.89% | 11 |
|
|
2024
Q4 | $2.26M | Buy |
11,935
+2,935
| +33% | +$556K | 2.26% | 11 |
|
|
2024
Q3 | $1.49M | Buy |
9,000
+2,567
| +40% | +$426K | 1.67% | 12 |
|
|
2024
Q2 | $1.17M | Buy |
6,433
+490
| +8% | +$89.3K | 1.77% | 12 |
|
|
2024
Q1 | $897K | Hold |
5,943
| – | – | 1.47% | 14 |
|
|
2023
Q4 | $830K | Buy |
+5,943
| New | +$830K | 1.51% | 16 |
|