WFA
West Financial Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
2,601
| – | – | 0.08% | 45 |
|
|
2025
Q1 | $402K | Hold |
2,601
| – | – | 0.08% | 44 |
|
|
2024
Q4 | $492K | Buy |
2,601
+601
| +30% | +$114K | 0.09% | 44 |
|
|
2024
Q3 | $332K | Hold |
2,000
| – | – | 0.06% | 46 |
|
|
2024
Q2 | $364K | Hold |
2,000
| – | – | 0.08% | 48 |
|
|
2024
Q1 | $302K | Hold |
2,000
| – | – | 0.06% | 48 |
|
|
2023
Q4 | $279K | Hold |
2,000
| – | – | 0.06% | 49 |
|
|
2023
Q3 | $262K | Hold |
2,000
| – | – | 0.07% | 50 |
|
|
2023
Q2 | $239K | Hold |
2,000
| – | – | 0.06% | 48 |
|
|
2023
Q1 | $207K | Hold |
2,000
| – | – | 0.05% | 51 |
|
|
2022
Q4 | $176K | Hold |
2,000
| – | – | 0.05% | 53 |
|
|
2022
Q3 | $191K | Buy |
2,000
+1,900
| +1,900% | +$181K | 0.06% | 55 |
|
|
2022
Q2 | $218K | Sell |
100
-4
| -4% | -$8.72K | 0.06% | 50 |
|
|
2022
Q1 | $289K | Buy |
104
+4
| +4% | +$11.1K | 0.08% | 48 |
|
|
2021
Q4 | $290K | Hold |
100
| – | – | 0.08% | 51 |
|
|
2021
Q3 | $267K | Hold |
100
| – | – | 0.08% | 47 |
|
|
2021
Q2 | $244K | Hold |
100
| – | – | 0.07% | 44 |
|
|
2021
Q1 | $206K | Hold |
100
| – | – | 0.07% | 46 |
|
|
2020
Q4 | $175K | Buy |
+100
| New | +$175K | 0.06% | 50 |
|