Wescott Financial Advisory Group’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
2,564
+97
| +4% | +$17.2K | 0.04% | 124 |
|
|
2025
Q1 | $385K | Buy |
2,467
+37
| +2% | +$5.78K | 0.04% | 127 |
|
|
2024
Q4 | $463K | Buy |
2,430
+587
| +32% | +$112K | 0.05% | 118 |
|
|
2024
Q3 | $308K | Buy |
1,843
+89
| +5% | +$14.9K | 0.03% | 146 |
|
|
2024
Q2 | $322K | Buy |
1,754
+321
| +22% | +$58.9K | 0.04% | 139 |
|
|
2024
Q1 | $218K | Sell |
1,433
-1,125
| -44% | -$171K | 0.03% | 153 |
|
|
2023
Q4 | $360K | Hold |
2,558
| – | – | 0.05% | 123 |
|
|
2023
Q3 | $337K | Buy |
2,558
+200
| +8% | +$26.4K | 0.06% | 120 |
|
|
2023
Q2 | $285K | Sell |
2,358
-1,982
| -46% | -$240K | 0.05% | 134 |
|
|
2023
Q1 | $451K | Buy |
+4,340
| New | +$451K | 0.1% | 98 |
|
|
2022
Q2 | – | Sell |
-1,520
| Closed | -$212K | – | 133 |
|
|
2022
Q1 | $212K | Hold |
1,520
| – | – | 0.05% | 119 |
|
|
2021
Q4 | $220K | Sell |
1,520
-600
| -28% | -$86.8K | 0.11% | 66 |
|
|
2021
Q3 | $283K | Buy |
2,120
+120
| +6% | +$16K | 0.16% | 57 |
|
|
2021
Q2 | $273K | Buy |
+2,000
| New | +$273K | 0.16% | 52 |
|