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Wingate Wealth 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
$2.02M Sell
11,459
-237
-2% -$41.8K 1.8% 17
2025
Q1
$1.81M Sell
11,696
-465
-4% -$71.9K 2.08% 12
2024
Q4
$2.3M Buy
+12,161
New +$2.3M 2.26% 9