WDG
Wealth Dimensions Group’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
6,249
-284
| -4% | -$50K | 0.24% | 55 |
|
|
2025
Q1 | $1.01M | Buy |
6,533
+219
| +3% | +$33.9K | 0.24% | 54 |
|
|
2024
Q4 | $1.2M | Buy |
6,314
+904
| +17% | +$171K | 0.29% | 45 |
|
|
2024
Q3 | $897K | Sell |
5,410
-372
| -6% | -$61.7K | 0.23% | 51 |
|
|
2024
Q2 | $1.05M | Buy |
5,782
+159
| +3% | +$29K | 0.3% | 43 |
|
|
2024
Q1 | $849K | Buy |
5,623
+161
| +3% | +$24.3K | 0.25% | 48 |
|
|
2023
Q4 | $763K | Buy |
5,462
+242
| +5% | +$33.8K | 0.24% | 52 |
|
|
2023
Q3 | $683K | Buy |
5,220
+441
| +9% | +$57.7K | 0.25% | 53 |
|
|
2023
Q2 | $572K | Hold |
4,779
| – | – | 0.21% | 68 |
|
|
2023
Q1 | $496K | Sell |
4,779
-1,515
| -24% | -$157K | 0.19% | 72 |
|
|
2022
Q4 | $555K | Buy |
6,294
+181
| +3% | +$16K | 0.23% | 59 |
|
|
2022
Q3 | $585K | Buy |
6,113
+5,808
| +1,904% | +$556K | 0.29% | 48 |
|
|
2022
Q2 | $665K | Sell |
305
-1
| -0.3% | -$2.18K | 0.32% | 47 |
|
|
2022
Q1 | $852K | Buy |
306
+9
| +3% | +$25.1K | 0.39% | 47 |
|
|
2021
Q4 | $860K | Hold |
297
| – | – | 0.42% | 40 |
|
|
2021
Q3 | $794K | Buy |
297
+75
| +34% | +$201K | 0.51% | 38 |
|
|
2021
Q2 | $542K | Buy |
222
+34
| +18% | +$83K | 0.37% | 56 |
|
|
2021
Q1 | $388K | Buy |
188
+34
| +22% | +$70.2K | 0.3% | 76 |
|
|
2020
Q4 | $270K | Buy |
+154
| New | +$270K | 0.23% | 86 |
|