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 |
|