GOOG 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 (GOOG). 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
4.84% (2019 Q1)
Avg. % of fund
4.03%
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 151,286 -375 -0.2% 4.05% $28.8M $189.57
2024 Q3 REDUCED 151,661 -449 -0.3% 3.65% $25.4M $166.24
2024 Q2 ADDED 152,110 +3,630 +2.4% 4.36% $27.9M $182.13
2024 Q1 REDUCED 148,480 -23,616 -13.7% 3.74% $22.6M $151.02
2023 Q4 REDUCED 172,096 -11,675 -6.4% 4.39% $24.3M $139.78
2023 Q3 REDUCED 183,771 -615 -0.3% 4.83% $24.2M $130.78
2023 Q2 REDUCED 184,386 -332 -0.2% 4.35% $22.3M $119.98
2023 Q1 REDUCED 184,718 -340 -0.2% 4.12% $19.2M $103.15
2022 Q4 REDUCED 185,058 -4,405 -2.3% 3.74% $16.4M $88.01
2022 Q3 ADDED 189,463 +179,988 +1899.6% 4.16% $18.2M $95.37
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOOG price (monthly, adj. close)
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