Wells Financial Advisors’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 | $77.5K | Hold |
440
| – | – | 0.11% | 53 |
|
|
2025
Q1 | $68K | Hold |
440
| – | – | 0.09% | 53 |
|
|
2024
Q4 | $83.3K | Hold |
440
| – | – | 0.11% | 54 |
|
|
2024
Q3 | $73K | Hold |
440
| – | – | 0.1% | 55 |
|
|
2024
Q2 | $80.1K | Hold |
440
| – | – | 0.05% | 62 |
|
|
2024
Q1 | $66.4K | Hold |
440
| – | – | 0.05% | 55 |
|
|
2023
Q4 | $61.5K | Hold |
440
| – | – | 0.04% | 50 |
|
|
2023
Q3 | $57.6K | Hold |
440
| – | – | 0.04% | 50 |
|
|
2023
Q2 | $52.7K | Hold |
440
| – | – | 0.04% | 50 |
|
|
2023
Q1 | $45.6K | Hold |
440
| – | – | 0.04% | 53 |
|
|
2022
Q4 | $38.8K | Hold |
440
| – | – | 0.03% | 52 |
|
|
2022
Q3 | $42K | Hold |
440
| – | – | 0.04% | 52 |
|
|
2022
Q2 | $48K | Hold |
440
| – | – | 0.04% | 43 |
|
|
2022
Q1 | $61K | Hold |
440
| – | – | 0.05% | 43 |
|
|
2021
Q4 | $64K | Hold |
440
| – | – | 0.05% | 46 |
|
|
2021
Q3 | $59K | Hold |
440
| – | – | 0.05% | 46 |
|
|
2021
Q2 | $54K | Hold |
440
| – | – | 0.05% | 46 |
|
|
2021
Q1 | $45K | Sell |
440
-1,200
| -73% | -$123K | 0.04% | 48 |
|
|
2020
Q4 | $144K | Buy |
+1,640
| New | +$144K | 0.12% | 39 |
|