Zimmermann Investment Management & Planning’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 | – | Sell |
-2,330
| Closed | -$390K | – | 48 |
|
2024
Q3 | $390K | Buy |
2,330
+328
| +16% | +$54.8K | 0.12% | 97 |
|
2024
Q2 | $367K | Sell |
2,002
-80
| -4% | -$14.7K | 0.12% | 101 |
|
2024
Q1 | $317K | Sell |
2,082
-10
| -0.5% | -$1.52K | 0.11% | 107 |
|
2023
Q4 | $295K | Hold |
2,092
| – | – | 0.12% | 96 |
|
2023
Q3 | $276K | Sell |
2,092
-10
| -0.5% | -$1.32K | 0.13% | 89 |
|
2023
Q2 | $254K | Buy |
2,102
+2
| +0.1% | +$242 | 0.12% | 93 |
|
2023
Q1 | $218K | Buy |
+2,100
| New | +$218K | 0.11% | 105 |
|