GOOGL ALPHABET INC

Ownership history in TrinityPoint Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint 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.

Peak position
1.63% (2024 Q2)
Avg. % of fund
1.34%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 51,267 -6,098 -10.6% 1.36% $9.7M $188.43
2024 Q3 ADDED 57,365 +66 +0.1% 1.37% $9.5M $164.90
2024 Q2 REDUCED 57,299 -1,486 -2.5% 1.63% $10.4M $180.86
2024 Q1 REDUCED 58,785 -340 -0.6% 1.47% $8.9M $149.69
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOOGL price (monthly, adj. close)
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