WFA
WestHill Financial Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $646K | Buy |
3,641
+1,024
| +39% | +$182K | 0.14% | 36 |
|
2025
Q1 | $409K | Buy |
2,617
+56
| +2% | +$8.75K | 0.09% | 46 |
|
2024
Q4 | $488K | Hold |
2,561
| – | – | 0.11% | 43 |
|
2024
Q3 | $428K | Buy |
2,561
+40
| +2% | +$6.69K | 0.1% | 47 |
|
2024
Q2 | $462K | Hold |
2,521
| – | – | 0.11% | 39 |
|
2024
Q1 | $384K | Buy |
2,521
+27
| +1% | +$4.11K | 0.09% | 48 |
|
2023
Q4 | $351K | Buy |
2,494
+8
| +0.3% | +$1.13K | 0.09% | 47 |
|
2023
Q3 | $328K | Buy |
2,486
+78
| +3% | +$10.3K | 0.1% | 47 |
|
2023
Q2 | $291K | Hold |
2,408
| – | – | 0.08% | 44 |
|
2023
Q1 | $250K | Buy |
2,408
+115
| +5% | +$12K | 0.07% | 50 |
|
2022
Q4 | $203K | Sell |
2,293
-207
| -8% | -$18.4K | 0.07% | 61 |
|
2022
Q3 | $240K | Buy |
2,500
+2,388
| +2,132% | +$229K | 0.08% | 47 |
|
2022
Q2 | $245K | Buy |
112
+2
| +2% | +$4.38K | 0.08% | 51 |
|
2022
Q1 | $307K | Buy |
110
+10
| +10% | +$27.9K | 0.09% | 47 |
|
2021
Q4 | $289K | Hold |
100
| – | – | 0.08% | 52 |
|
2021
Q3 | $267K | Buy |
+100
| New | +$267K | 0.08% | 49 |
|
2021
Q1 | $205K | Sell |
99
-1
| -1% | -$2.07K | 0.07% | 52 |
|
2020
Q4 | $175K | Buy |
+100
| New | +$175K | 0.07% | 52 |
|