WDG
Wealth Dimensions Group’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.12M | Sell |
11,951
-456
| -4% | -$80.9K | 0.47% | 32 |
|
2025
Q1 | $1.94M | Sell |
12,407
-106
| -0.8% | -$16.6K | 0.46% | 31 |
|
2024
Q4 | $2.38M | Buy |
12,513
+1,799
| +17% | +$343K | 0.58% | 24 |
|
2024
Q3 | $1.79M | Buy |
10,714
+128
| +1% | +$21.4K | 0.45% | 34 |
|
2024
Q2 | $1.94M | Buy |
10,586
+57
| +0.5% | +$10.5K | 0.55% | 30 |
|
2024
Q1 | $1.6M | Buy |
10,529
+175
| +2% | +$26.6K | 0.47% | 34 |
|
2023
Q4 | $1.46M | Sell |
10,354
-527
| -5% | -$74.3K | 0.46% | 34 |
|
2023
Q3 | $1.43M | Sell |
10,881
-115
| -1% | -$15.2K | 0.52% | 33 |
|
2023
Q2 | $1.33M | Sell |
10,996
-1,792
| -14% | -$217K | 0.48% | 34 |
|
2023
Q1 | $1.33M | Buy |
12,788
+740
| +6% | +$77K | 0.51% | 31 |
|
2022
Q4 | $1.07M | Buy |
12,048
+168
| +1% | +$14.9K | 0.44% | 37 |
|
2022
Q3 | $1.14M | Buy |
11,880
+11,288
| +1,907% | +$1.09M | 0.57% | 29 |
|
2022
Q2 | $1.3M | Buy |
592
+10
| +2% | +$21.9K | 0.61% | 27 |
|
2022
Q1 | $1.63M | Buy |
582
+108
| +23% | +$302K | 0.75% | 24 |
|
2021
Q4 | $1.37M | Hold |
474
| – | – | 0.67% | 24 |
|
2021
Q3 | $1.26M | Buy |
474
+83
| +21% | +$221K | 0.81% | 23 |
|
2021
Q2 | $980K | Buy |
391
+26
| +7% | +$65.2K | 0.66% | 28 |
|
2021
Q1 | $755K | Buy |
365
+5
| +1% | +$10.3K | 0.59% | 34 |
|
2020
Q4 | $631K | Buy |
+360
| New | +$631K | 0.54% | 35 |
|