WealthPlan Investment Management’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
Q2
$4.7M Buy
26,652
+5,878
+28% +$1.04M 0.34% 86
2025
Q1
$3.21M Buy
20,774
+6
+0% +$928 0.32% 84
2024
Q4
$3.93M Buy
20,768
+711
+4% +$135K 0.39% 73
2024
Q3
$3.33M Buy
20,057
+891
+5% +$148K 0.34% 79
2024
Q2
$3.49M Buy
19,166
+1
+0% +$182 0.53% 65
2024
Q1
$2.89M Hold
19,165
0.44% 66
2023
Q4
$2.68M Sell
19,165
-1,269
-6% -$177K 0.43% 64
2023
Q3
$2.67M Buy
20,434
+4,014
+24% +$525K 0.47% 63
2023
Q2
$1.97M Sell
16,420
-4,000
-20% -$479K 0.59% 62
2023
Q1
$2.12M Sell
20,420
-12,400
-38% -$1.29M 0.36% 68
2022
Q4
$3.11M Buy
32,820
+693
+2% +$65.6K 0.22% 97
2022
Q3
$3.05M Buy
+32,127
New +$3.05M 0.22% 91
2022
Q1
$3.38M Buy
+29,580
New +$3.38M 0.23% 93