Ownership history in Plan A Wealth LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Plan A Wealth 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 | ADDED | 6,588 | +4,534 | +220.7% | 1.01% | $2.1M | $312.78 |
| 2025 Q3 | INITIATED | 2,054 | — | — | 0.36% | $389K | $242.77 |
As of 2025 Q4 — sorted by position size