WFG
Wills Financial Group’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Sell |
42,264
-767
| -2% | -$135K | 3.23% | 9 |
|
|
2025
Q1 | $6.65M | Sell |
43,031
-102
| -0.2% | -$15.8K | 2.95% | 13 |
|
|
2024
Q4 | $8.17M | Sell |
43,133
-18
| -0% | -$3.41K | 3.53% | 9 |
|
|
2024
Q3 | $7.16M | Buy |
43,151
+952
| +2% | +$158K | 3% | 9 |
|
|
2024
Q2 | $7.69M | Buy |
42,199
+104
| +0.2% | +$18.9K | 3.54% | 9 |
|
|
2024
Q1 | $6.35M | Buy |
42,095
+979
| +2% | +$148K | 2.99% | 9 |
|
|
2023
Q4 | $5.74M | Buy |
41,116
+1,252
| +3% | +$175K | 2.9% | 11 |
|
|
2023
Q3 | $5.22M | Sell |
39,864
-155
| -0.4% | -$20.3K | 2.82% | 10 |
|
|
2023
Q2 | $4.79M | Sell |
40,019
-7
| -0% | -$838 | 2.43% | 12 |
|
|
2023
Q1 | $4.15M | Sell |
40,026
-4,798
| -11% | -$498K | 2.24% | 17 |
|
|
2022
Q4 | $3.95M | Sell |
44,824
-8,806
| -16% | -$777K | 2.2% | 19 |
|
|
2022
Q3 | $5.13M | Buy |
53,630
+51,950
| +3,092% | +$4.97M | 2.85% | 14 |
|
|
2022
Q2 | $3.66M | Buy |
1,680
+28
| +2% | +$61K | 1.8% | 22 |
|
|
2022
Q1 | $4.6M | Buy |
1,652
+114
| +7% | +$317K | 1.93% | 21 |
|
|
2021
Q4 | $4.46M | Buy |
1,538
+36
| +2% | +$104K | 1.76% | 23 |
|
|
2021
Q3 | $4.02M | Sell |
1,502
-1
| -0.1% | -$2.67K | 1.8% | 25 |
|
|
2021
Q2 | $3.67M | Buy |
1,503
+79
| +6% | +$193K | 1.59% | 25 |
|
|
2021
Q1 | $2.94M | Buy |
1,424
+518
| +57% | +$1.07M | 1.43% | 27 |
|
|
2020
Q4 | $1.59M | Buy |
906
+37
| +4% | +$64.8K | 0.79% | 35 |
|
|
2020
Q3 | $1.27M | Buy |
869
+16
| +2% | +$23.5K | 0.74% | 33 |
|
|
2020
Q2 | $1.21M | Sell |
853
-26
| -3% | -$36.9K | 0.75% | 33 |
|
|
2020
Q1 | $1.02M | Sell |
879
-2
| -0.2% | -$2.32K | 0.73% | 34 |
|
|
2019
Q4 | $1.18M | Sell |
881
-89
| -9% | -$119K | 0.68% | 42 |
|
|
2019
Q3 | $1.18M | Hold |
970
| – | – | 0.76% | 38 |
|
|
2019
Q2 | $1.05M | Buy |
970
+3
| +0.3% | +$3.25K | 0.68% | 41 |
|
|
2019
Q1 | $1.14M | Buy |
967
+23
| +2% | +$27.1K | 0.77% | 39 |
|
|
2018
Q4 | $986K | Sell |
944
-11
| -1% | -$11.5K | 0.76% | 39 |
|
|
2018
Q3 | $1.15M | Buy |
955
+69
| +8% | +$83.2K | 0.76% | 42 |
|
|
2018
Q2 | $1M | Sell |
886
-28
| -3% | -$31.6K | 0.72% | 41 |
|
|
2018
Q1 | $947K | Buy |
914
+145
| +19% | +$150K | 0.7% | 41 |
|
|
2017
Q4 | $810K | Sell |
769
-50
| -6% | -$52.7K | 0.56% | 45 |
|
|
2017
Q3 | $797K | Sell |
819
-50
| -6% | -$48.7K | 0.59% | 44 |
|
|
2017
Q2 | $808K | Buy |
869
+106
| +14% | +$98.6K | 0.6% | 45 |
|
|
2017
Q1 | $647K | Buy |
+763
| New | +$647K | 0.5% | 47 |
|
|
2016
Q1 | – | Sell |
-825
| Closed | -$641K | – | 77 |
|
|
2015
Q4 | $641K | Buy |
+825
| New | +$641K | 0.56% | 43 |
|