Wade Financial Advisory’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$319K Sell
2,062
-220
-10% -$34K 0.11% 62
2024
Q4
$432K Sell
2,282
-741
-25% -$140K 0.15% 56
2024
Q3
$501K Sell
3,023
-115
-4% -$19.1K 0.17% 53
2024
Q2
$572K Sell
3,138
-5
-0.2% -$911 0.21% 51
2024
Q1
$474K Sell
3,143
-315
-9% -$47.5K 0.17% 52
2023
Q4
$483K Sell
3,458
-84
-2% -$11.7K 0.18% 52
2023
Q3
$463K Sell
3,542
-708
-17% -$92.6K 0.2% 53
2023
Q2
$509K Sell
4,250
-140
-3% -$16.8K 0.2% 54
2023
Q1
$455K Sell
4,390
-260
-6% -$27K 0.19% 54
2022
Q4
$410K Hold
4,650
0.19% 57
2022
Q3
$445K Buy
4,650
+90
+2% +$8.61K 0.22% 54
2022
Q2
$497K Hold
4,560
0.24% 54
2022
Q1
$634K Sell
4,560
-1,740
-28% -$242K 0.27% 51
2021
Q4
$913K Buy
6,300
+40
+0.6% +$5.8K 0.47% 38
2021
Q3
$837K Hold
6,260
0.47% 36
2021
Q2
$764K Buy
6,260
+100
+2% +$12.2K 0.42% 39
2021
Q1
$635K Sell
6,160
-60
-1% -$6.19K 0.4% 41
2020
Q4
$545K Sell
6,220
-480
-7% -$42.1K 0.37% 41
2020
Q3
$491K Hold
6,700
0.39% 44
2020
Q2
$475K Buy
6,700
+1,200
+22% +$85.1K 0.41% 44
2020
Q1
$320K Sell
5,500
-40
-0.7% -$2.33K 0.32% 46
2019
Q4
$371K Buy
+5,540
New +$371K 0.33% 46