WAOI
Wealth Advisors of Iowa’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Hold |
3,246
| – | – | 0.21% | 43 |
|
|
2025
Q1 | $502K | Sell |
3,246
-93
| -3% | -$14.4K | 0.22% | 43 |
|
|
2024
Q4 | $632K | Buy |
3,339
+217
| +7% | +$41.1K | 0.32% | 32 |
|
|
2024
Q3 | $518K | Buy |
+3,122
| New | +$518K | 0.26% | 36 |
|
|
2024
Q2 | – | Sell |
-3,560
| Closed | -$537K | – | 56 |
|
|
2024
Q1 | $537K | Hold |
3,560
| – | – | 0.33% | 34 |
|
|
2023
Q4 | $497K | Buy |
3,560
+500
| +16% | +$69.8K | 0.33% | 29 |
|
|
2023
Q3 | $400K | Buy |
3,060
+1,829
| +149% | +$239K | 0.28% | 31 |
|
|
2023
Q2 | $303K | Sell |
1,231
-1,829
| -60% | -$450K | 0.22% | 44 |
|
|
2023
Q1 | $317K | Sell |
3,060
-196
| -6% | -$20.3K | 0.25% | 41 |
|
|
2022
Q4 | $287K | Buy |
3,256
+100
| +3% | +$8.82K | 0.23% | 52 |
|
|
2022
Q3 | $302K | Buy |
3,156
+2,736
| +651% | +$262K | 0.28% | 37 |
|
|
2022
Q2 | $979K | Buy |
420
+316
| +304% | +$737K | 0.17% | 44 |
|
|
2022
Q1 | $289K | Hold |
104
| – | – | 0.14% | 47 |
|
|
2021
Q4 | $301K | Hold |
104
| – | – | 0.16% | 46 |
|
|
2021
Q3 | $278K | Sell |
104
-5
| -5% | -$13.4K | 0.15% | 48 |
|
|
2021
Q2 | $266K | Buy |
109
+10
| +10% | +$24.4K | 0.14% | 44 |
|
|
2021
Q1 | $204K | Buy |
+99
| New | +$204K | 0.11% | 51 |
|