WR Wealth Planners’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $663K | Buy |
3,482
+161
| +5% | +$30.7K | 0.21% | 71 |
|
2024
Q3 | $555K | Buy |
3,321
+33
| +1% | +$5.52K | 0.15% | 97 |
|
2024
Q2 | $603K | Sell |
3,288
-424
| -11% | -$77.8K | 0.18% | 86 |
|
2024
Q1 | $565K | Buy |
3,712
+101
| +3% | +$15.4K | 0.18% | 85 |
|
2023
Q4 | $509K | Buy |
3,611
+62
| +2% | +$8.74K | 0.19% | 98 |
|
2023
Q3 | $468K | Buy |
3,549
+40
| +1% | +$5.27K | 0.18% | 93 |
|
2023
Q2 | $424K | Sell |
3,509
-23
| -0.7% | -$2.78K | 0.16% | 101 |
|
2023
Q1 | $367K | Buy |
3,532
+3,426
| +3,232% | +$356K | 0.16% | 104 |
|
2022
Q4 | $9.41K | Hold |
106
| – | – | 0.01% | 274 |
|
2022
Q3 | $10.2K | Buy |
106
+6
| +6% | +$577 | 0.01% | 260 |
|
2022
Q2 | $10.9K | Hold |
100
| – | – | 0.01% | 275 |
|
2022
Q1 | $14K | Buy |
+100
| New | +$14K | 0.01% | 268 |
|