Wade Financial Advisory’s Alphabet (Google) Class C GOOG Stock Holding History

Wade Financial Advisory’s Portfolio GOOG Stock Details GOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$523K	Sell	3,347 -254	-7%	-$46.5K	0.18%	50
2024 Q4	$686K	Sell	3,601 -879	-20%	-$155K	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%	-$37.5K	0.25%	48
2023 Q4	$668K	Sell	4,740 -20	-0.4%	-$2.71K	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%	-$68K	0.29%	48
2021 Q4	$761K	Hold	5,260	–	–	0.4%	42
2021 Q3	$701K	Sell	5,260 -200	-4%	-$27.6K	0.4%	41
2021 Q2	$684K	Buy	5,460 +80	+1%	+$9.54K	0.37%	43
2021 Q1	$556K	Sell	5,380 -1,440	-21%	-$143K	0.35%	43
2020 Q4	$597K	Sell	6,820 -140	-2%	-$11.8K	0.4%	40
2020 Q3	$511K	Hold	6,960	–	–	0.4%	43
2020 Q2	$492K	Buy	6,960 +260	+4%	+$17.5K	0.43%	43
2020 Q1	$390K	Hold	6,700	–	–	0.39%	43
2019 Q4	$448K	Buy	+6,700	New	+$432K	0.4%	40

Other funds holding GOOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wade Financial Advisory's GOOG Position: Q1 2025 in Review

Wade Financial Advisory reduced its Alphabet (Google) Class C (GOOG) stake by 7.1% in Q1 2025, selling an estimated $46.5K and leaving 3,347 shares worth $523K. The position accounts for 0.18% of the portfolio, ranked #50.

Wade Financial Advisory first reported a position in GOOG in Q4 2019 and has held it in 22 quarters since. The position peaked at $822K in Q2 2024. 4,390 funds tracked by Wall St. Rank hold GOOG as of Q1 2025.

Wade Financial Advisory held 3,347 shares of Alphabet (Google) Class C worth $523K as of Q1 2025.
Wade Financial Advisory sold 254 Alphabet (Google) Class C shares in Q1 2025, an estimated $46.5K.
Alphabet (Google) Class C made up 0.18% of Wade Financial Advisory's portfolio in Q1 2025, its #50 holding.
Wade Financial Advisory first reported a position in Alphabet (Google) Class C in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Alphabet (Google) Class C position peaked at $822K in Q2 2024.
4,390 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.