WMG Financial Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.59M Buy
2025
Q2
$1.09M Buy
2025
Q1
$941K Buy
2024
Q4
$1.09M Buy
2024
Q3
$836K Buy
2024
Q2
$559K Buy
2024
Q1
$390K Buy
2023
Q4
$268K Sell
2023
Q3
$400K Sell
2023
Q2
$635K Sell
2023
Q1
$660K Sell
2022
Q4
$697K Buy
2022
Q3
$731K Sell
2022
Q2
$863K Buy
2022
Q1
$1M Buy
2021
Q4
$999K Buy