WA
Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $16.2M | Buy |
123,730
+520
| +0.4% | +$68K | 7.25% | 3 |
|
2023
Q2 | $14.7M | Buy |
123,210
+1,735
| +1% | +$206K | 6.25% | 4 |
|
2023
Q1 | $12.8M | Sell |
121,475
-415
| -0.3% | -$43.7K | 6.08% | 4 |
|
2022
Q4 | $10.8M | Sell |
121,890
-3,360
| -3% | -$296K | 5.71% | 6 |
|
2022
Q3 | $12M | Buy |
125,250
+118,980
| +1,898% | +$11.4M | 6.1% | 3 |
|
2022
Q2 | $13.7M | Sell |
6,270
-698
| -10% | -$1.52M | 6.63% | 3 |
|
2022
Q1 | $19.4M | Buy |
6,968
+1,058
| +18% | +$2.94M | 7.01% | 3 |
|
2021
Q4 | $17.1M | Hold |
5,910
| – | – | 5.94% | 4 |
|
2021
Q3 | $15.8M | Sell |
5,910
-200
| -3% | -$535K | 6.17% | 3 |
|
2021
Q2 | $16.6M | Buy |
6,110
+5
| +0.1% | +$13.6K | 6.05% | 3 |
|
2021
Q1 | $13.9M | Buy |
6,105
+10
| +0.2% | +$22.8K | 5.53% | 5 |
|
2020
Q4 | $10.7M | Hold |
6,095
| – | – | 4.71% | 5 |
|
2020
Q3 | $9.04M | Buy |
6,095
+48
| +0.8% | +$71.2K | 4.22% | 5 |
|
2020
Q2 | $9.07M | Hold |
6,047
| – | – | 4.82% | 5 |
|
2020
Q1 | $7.6M | Buy |
6,047
+250
| +4% | +$314K | 5.03% | 5 |
|
2019
Q4 | $8.81M | Buy |
+5,797
| New | +$8.81M | 5.02% | 7 |
|