Wescott Financial Advisory Group’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 | $830K | Buy |
4,710
+82
| +2% | +$14.5K | 0.08% | 99 |
|
|
2025
Q1 | $716K | Buy |
4,628
+1
| +0% | +$155 | 0.07% | 96 |
|
|
2024
Q4 | $876K | Buy |
4,627
+756
| +20% | +$143K | 0.09% | 90 |
|
|
2024
Q3 | $642K | Buy |
3,871
+200
| +5% | +$33.2K | 0.07% | 100 |
|
|
2024
Q2 | $669K | Sell |
3,671
-1,249
| -25% | -$228K | 0.08% | 97 |
|
|
2024
Q1 | $743K | Sell |
4,920
-85
| -2% | -$12.8K | 0.09% | 86 |
|
|
2023
Q4 | $699K | Sell |
5,005
-196
| -4% | -$27.4K | 0.1% | 84 |
|
|
2023
Q3 | $681K | Hold |
5,201
| – | – | 0.12% | 79 |
|
|
2023
Q2 | $623K | Buy |
5,201
+36
| +0.7% | +$4.31K | 0.11% | 86 |
|
|
2023
Q1 | $536K | Sell |
5,165
-471
| -8% | -$48.9K | 0.12% | 87 |
|
|
2022
Q4 | $497K | Sell |
5,636
-361
| -6% | -$31.9K | 0.11% | 93 |
|
|
2022
Q3 | $574K | Buy |
5,997
+237
| +4% | +$22.7K | 0.16% | 76 |
|
|
2022
Q2 | $628K | Sell |
5,760
-320
| -5% | -$34.9K | 0.17% | 71 |
|
|
2022
Q1 | $846K | Buy |
6,080
+440
| +8% | +$61.2K | 0.22% | 60 |
|
|
2021
Q4 | $817K | Sell |
5,640
-680
| -11% | -$98.5K | 0.42% | 30 |
|
|
2021
Q3 | $845K | Buy |
6,320
+100
| +2% | +$13.4K | 0.48% | 26 |
|
|
2021
Q2 | $847K | Buy |
6,220
+580
| +10% | +$79K | 0.5% | 27 |
|
|
2021
Q1 | $582K | Buy |
5,640
+200
| +4% | +$20.6K | 0.38% | 32 |
|
|
2020
Q4 | $477K | Buy |
+5,440
| New | +$477K | 0.33% | 32 |
|