Wade Financial Advisory’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
Q1 | $523K | Sell |
3,347
-254
| -7% | -$39.7K | 0.18% | 50 |
|
|
2024
Q4 | $686K | Sell |
3,601
-879
| -20% | -$167K | 0.23% | 46 |
|
|
2024
Q3 | $749K | Hold |
4,480
| – | – | 0.25% | 46 |
|
|
2024
Q2 | $822K | Hold |
4,480
| – | – | 0.3% | 41 |
|
|
2024
Q1 | $682K | Sell |
4,480
-260
| -5% | -$39.6K | 0.25% | 48 |
|
|
2023
Q4 | $668K | Sell |
4,740
-20
| -0.4% | -$2.82K | 0.25% | 46 |
|
|
2023
Q3 | $628K | Hold |
4,760
| – | – | 0.27% | 42 |
|
|
2023
Q2 | $576K | Hold |
4,760
| – | – | 0.23% | 48 |
|
|
2023
Q1 | $495K | Hold |
4,760
| – | – | 0.21% | 51 |
|
|
2022
Q4 | $422K | Hold |
4,760
| – | – | 0.19% | 56 |
|
|
2022
Q3 | $458K | Hold |
4,760
| – | – | 0.23% | 53 |
|
|
2022
Q2 | $521K | Hold |
4,760
| – | – | 0.25% | 51 |
|
|
2022
Q1 | $665K | Sell |
4,760
-500
| -10% | -$69.9K | 0.29% | 48 |
|
|
2021
Q4 | $761K | Hold |
5,260
| – | – | 0.4% | 42 |
|
|
2021
Q3 | $701K | Sell |
5,260
-200
| -4% | -$26.7K | 0.4% | 41 |
|
|
2021
Q2 | $684K | Buy |
5,460
+80
| +1% | +$10K | 0.37% | 43 |
|
|
2021
Q1 | $556K | Sell |
5,380
-1,440
| -21% | -$149K | 0.35% | 43 |
|
|
2020
Q4 | $597K | Sell |
6,820
-140
| -2% | -$12.3K | 0.4% | 40 |
|
|
2020
Q3 | $511K | Hold |
6,960
| – | – | 0.4% | 43 |
|
|
2020
Q2 | $492K | Buy |
6,960
+260
| +4% | +$18.4K | 0.43% | 43 |
|
|
2020
Q1 | $390K | Hold |
6,700
| – | – | 0.39% | 43 |
|
|
2019
Q4 | $448K | Buy |
+6,700
| New | +$448K | 0.4% | 40 |
|