Ownership history in PERSONAL CFO SOLUTIONS, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, LLC reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 58,417 | -180 | -0.3% | 2.90% | $18.3M | $312.78 |
| 2025 Q3 | REDUCED | 58,597 | -517 | -0.9% | 2.50% | $14.2M | $242.77 |
| 2025 Q2 | ADDED | 59,114 | +1,963 | +3.4% | 1.93% | $10.4M | $175.83 |
| 2025 Q1 | ADDED | 57,151 | +935 | +1.7% | 1.79% | $8.8M | $154.11 |
| 2024 Q4 | REDUCED | 56,216 | -2,906 | -4.9% | 2.09% | $10.6M | $188.43 |
| 2024 Q3 | REDUCED | 59,122 | -878 | -1.5% | 1.37% | $9.8M | $164.90 |
| 2024 Q2 | ADDED | 60,000 | +1,337 | +2.3% | 1.68% | $10.9M | $180.86 |
| 2024 Q1 | REDUCED | 58,663 | -243 | -0.4% | 1.38% | $8.9M | $149.69 |
| 2023 Q4 | ADDED | 58,906 | +2,592 | +4.6% | 1.42% | $8.2M | $138.54 |
| 2023 Q3 | ADDED | 56,314 | +1,082 | +2.0% | 1.46% | $7.4M | $129.79 |
As of 2025 Q4 — sorted by position size