WP
WealthPLAN Partners’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.29M | Sell |
29,795
-8,615
| -22% | -$1.53M | 0.85% | 29 |
|
2025
Q1 | $6M | Buy |
38,410
+356
| +0.9% | +$55.6K | 0.85% | 32 |
|
2024
Q4 | $7.25M | Sell |
38,054
-6,055
| -14% | -$1.15M | 1.03% | 22 |
|
2024
Q3 | $7.37M | Sell |
44,109
-17,258
| -28% | -$2.89M | 0.99% | 23 |
|
2024
Q2 | $11.3M | Buy |
61,367
+7,722
| +14% | +$1.42M | 1.21% | 19 |
|
2024
Q1 | $8.17M | Sell |
53,645
-2,650
| -5% | -$403K | 0.85% | 26 |
|
2023
Q4 | $7.93M | Sell |
56,295
-337
| -0.6% | -$47.5K | 0.82% | 36 |
|
2023
Q3 | $7.47M | Buy |
56,632
+18,752
| +50% | +$2.47M | 0.87% | 31 |
|
2023
Q2 | $4.58M | Sell |
37,880
-20,001
| -35% | -$2.42M | 0.65% | 32 |
|
2023
Q1 | $6.02M | Sell |
57,881
-75,983
| -57% | -$7.9M | 0.68% | 45 |
|
2022
Q4 | $12.7M | Buy |
+133,864
| New | +$12.7M | 0.89% | 43 |
|
2022
Q1 | $14.8M | Sell |
6,436
-638
| -9% | -$1.47M | 1.03% | 29 |
|
2021
Q4 | $19.2M | Buy |
7,074
+69
| +1% | +$187K | 1.26% | 15 |
|
2021
Q3 | $20.7M | Sell |
7,005
-397
| -5% | -$1.18M | 1.38% | 13 |
|
2021
Q2 | $20.4M | Sell |
7,402
-114
| -2% | -$314K | 1.43% | 14 |
|
2021
Q1 | $17.7M | Sell |
7,516
-412
| -5% | -$970K | 1.37% | 14 |
|
2020
Q4 | $16.4M | Sell |
7,928
-159
| -2% | -$328K | 1.39% | 14 |
|
2020
Q3 | $14.2M | Buy |
8,087
+787
| +11% | +$1.38M | 1.38% | 16 |
|
2020
Q2 | $11.1M | Buy |
7,300
+912
| +14% | +$1.38M | 1.15% | 17 |
|
2020
Q1 | $8.66M | Buy |
6,388
+665
| +12% | +$902K | 1.12% | 22 |
|
2019
Q4 | $8.69M | Sell |
5,723
-74
| -1% | -$112K | 1.03% | 19 |
|
2019
Q3 | $7.53M | Buy |
5,797
+156
| +3% | +$203K | 1.03% | 21 |
|
2019
Q2 | $6.75M | Sell |
5,641
-68
| -1% | -$81.4K | 1.02% | 21 |
|
2019
Q1 | $6.65M | Buy |
5,709
+20
| +0.4% | +$23.3K | 1.04% | 20 |
|
2018
Q4 | $6.34M | Buy |
5,689
+734
| +15% | +$817K | 1.02% | 19 |
|
2018
Q3 | $5.08M | Buy |
4,955
+233
| +5% | +$239K | 0.93% | 25 |
|
2018
Q2 | $5.27M | Sell |
4,722
-34
| -0.7% | -$37.9K | 1.08% | 19 |
|
2018
Q1 | $4.91M | Buy |
4,756
+241
| +5% | +$249K | 1.08% | 19 |
|
2017
Q4 | $4.72M | Buy |
4,515
+14
| +0.3% | +$14.6K | 1.26% | 11 |
|
2017
Q3 | $4.32M | Buy |
4,501
+222
| +5% | +$213K | 1.21% | 17 |
|
2017
Q2 | $3.89M | Buy |
4,279
+4,075
| +1,998% | +$3.7M | 1.12% | 20 |
|
2017
Q1 | $170K | Buy |
+204
| New | +$170K | 0.59% | 37 |
|
2016
Q3 | $3.13M | Sell |
4,032
-3,060
| -43% | -$2.38M | 1.02% | 22 |
|
2016
Q2 | $2.55M | Buy |
+7,092
| New | +$2.55M | 0.33% | 55 |
|
2015
Q4 | $1.55M | Buy |
+5,563
| New | +$1.55M | 0.25% | 73 |
|
2015
Q2 | $1.97M | Sell |
3,729
-241
| -6% | -$128K | 0.86% | 19 |
|
2015
Q1 | $2.19M | Buy |
+3,970
| New | +$2.19M | 1.02% | 23 |
|