Wellspring 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 | $1.78M | Buy |
10,122
+2,609
| +35% | +$460K | 0.18% | 45 |
|
|
2025
Q1 | $1.16M | Sell |
7,513
-64
| -0.8% | -$9.9K | 0.13% | 52 |
|
|
2024
Q4 | $1.43M | Sell |
7,577
-4,344
| -36% | -$823K | 0.15% | 50 |
|
|
2024
Q3 | $1.98M | Buy |
11,921
+4,944
| +71% | +$820K | 0.24% | 39 |
|
|
2024
Q2 | $1.27M | Buy |
6,977
+588
| +9% | +$107K | 0.17% | 51 |
|
|
2024
Q1 | $964K | Buy |
6,389
+2,030
| +47% | +$306K | 0.15% | 53 |
|
|
2023
Q4 | $609K | Buy |
4,359
+37
| +0.9% | +$5.17K | 0.15% | 61 |
|
|
2023
Q3 | $566K | Hold |
4,322
| – | – | 0.17% | 58 |
|
|
2023
Q2 | $517K | Hold |
4,322
| – | – | 0.15% | 59 |
|
|
2023
Q1 | $448K | Sell |
4,322
-60
| -1% | -$6.22K | 0.13% | 68 |
|
|
2022
Q4 | $387K | Sell |
4,382
-1,318
| -23% | -$116K | 0.13% | 72 |
|
|
2022
Q3 | $545K | Hold |
5,700
| – | – | 0.2% | 51 |
|
|
2022
Q2 | $621K | Sell |
5,700
-60
| -1% | -$6.54K | 0.22% | 47 |
|
|
2022
Q1 | $801K | Sell |
5,760
-20
| -0.3% | -$2.78K | 0.24% | 44 |
|
|
2021
Q4 | $837K | Hold |
5,780
| – | – | 0.23% | 44 |
|
|
2021
Q3 | $773K | Hold |
5,780
| – | – | 0.23% | 45 |
|
|
2021
Q2 | $706K | Buy |
5,780
+860
| +17% | +$105K | 0.22% | 47 |
|
|
2021
Q1 | $286K | Sell |
4,920
-820
| -14% | -$47.7K | 0.14% | 66 |
|
|
2020
Q4 | $503K | Buy |
5,740
+800
| +16% | +$70.1K | 0.18% | 55 |
|
|
2020
Q3 | $362K | Buy |
4,940
+380
| +8% | +$27.8K | 0.14% | 58 |
|
|
2020
Q2 | $323K | Sell |
4,560
-360
| -7% | -$25.5K | 0.13% | 65 |
|
|
2020
Q1 | $286K | Buy |
+4,920
| New | +$286K | 0.14% | 66 |
|