WMG Financial Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
6,182
+95
| +2% | +$16.7K | 0.4% | 43 |
|
|
2025
Q1 | $941K | Buy |
6,087
+332
| +6% | +$51.3K | 0.4% | 44 |
|
|
2024
Q4 | $1.09M | Buy |
5,755
+714
| +14% | +$135K | 0.47% | 42 |
|
|
2024
Q3 | $836K | Buy |
5,041
+1,972
| +64% | +$327K | 0.38% | 43 |
|
|
2024
Q2 | $559K | Buy |
3,069
+483
| +19% | +$88K | 0.3% | 51 |
|
|
2024
Q1 | $390K | Buy |
2,586
+671
| +35% | +$101K | 0.22% | 77 |
|
|
2023
Q4 | $268K | Sell |
1,915
-1,140
| -37% | -$159K | 0.17% | 88 |
|
|
2023
Q3 | $400K | Sell |
3,055
-2,253
| -42% | -$295K | 0.34% | 60 |
|
|
2023
Q2 | $635K | Sell |
5,308
-567
| -10% | -$67.9K | 0.47% | 51 |
|
|
2023
Q1 | $660K | Sell |
5,875
-2,025
| -26% | -$227K | 0.55% | 47 |
|
|
2022
Q4 | $697K | Buy |
7,900
+289
| +4% | +$25.5K | 0.59% | 51 |
|
|
2022
Q3 | $731K | Sell |
7,611
-289
| -4% | -$27.8K | 0.66% | 45 |
|
|
2022
Q2 | $863K | Buy |
7,900
+700
| +10% | +$76.5K | 0.75% | 37 |
|
|
2022
Q1 | $1M | Buy |
7,200
+300
| +4% | +$41.8K | 0.74% | 34 |
|
|
2021
Q4 | $999K | Buy |
+6,900
| New | +$999K | 0.78% | 34 |
|