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 |
|