WOSD
WFA of San Diego’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
+8,761
| New | +$1.54M | 1.14% | 23 |
|
|
2024
Q3 | $1.61M | Hold |
9,710
| – | – | 1.36% | 19 |
|
|
2024
Q2 | $1.77M | Buy |
+9,710
| New | +$1.77M | 1.58% | 13 |
|
|
2023
Q3 | $1.33M | Sell |
10,130
-373
| -4% | -$48.8K | 1.37% | 18 |
|
|
2023
Q2 | $1.26M | Sell |
10,503
-1,372
| -12% | -$164K | 1.24% | 19 |
|
|
2023
Q1 | $1.23M | Sell |
11,875
-2,000
| -14% | -$207K | 1.29% | 22 |
|
|
2022
Q4 | $1.22M | Sell |
13,875
-35
| -0.3% | -$3.09K | 0.94% | 25 |
|
|
2022
Q3 | $1.33M | Buy |
13,910
+13,224
| +1,928% | +$1.26M | 1.2% | 23 |
|
|
2022
Q2 | $1.5M | Sell |
686
-76
| -10% | -$166K | 1.28% | 16 |
|
|
2022
Q1 | $2.12M | Sell |
762
-29
| -4% | -$80.6K | 1.61% | 14 |
|
|
2021
Q4 | $2.29M | Buy |
791
+22
| +3% | +$63.7K | 1.33% | 15 |
|
|
2021
Q3 | $2.06M | Sell |
769
-25
| -3% | -$66.8K | 1.44% | 13 |
|
|
2021
Q2 | $1.94M | Sell |
794
-2
| -0.3% | -$4.88K | 1.5% | 13 |
|
|
2021
Q1 | $1.64M | Sell |
796
-101
| -11% | -$208K | 1.36% | 18 |
|
|
2020
Q4 | $1.75K | Sell |
897
-18
| -2% | -$35 | 0.47% | 4 |
|
|
2020
Q3 | $1.34M | Sell |
915
-701
| -43% | -$1.03M | 1.27% | 18 |
|
|
2020
Q2 | $2.33M | Buy |
+1,616
| New | +$2.33M | 0.54% | 33 |
|