GOOGL ALPHABET INC

Ownership history in WEALTH EFFECTS LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS 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
2.85% (2025 Q4)
Avg. % of fund
2.09%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,066 -394 -1.3% 2.85% $9.1M $312.78
2025 Q3 ADDED 29,460 +310 +1.1% 2.30% $7.2M $242.77
2025 Q2 REDUCED 29,150 -551 -1.9% 1.92% $5.1M $175.83
2025 Q1 REDUCED 29,701 -1,948 -6.2% 1.93% $4.6M $154.11
2024 Q4 REDUCED 31,649 -2,131 -6.3% 2.13% $6.0M $188.43
2024 Q3 REDUCED 33,780 -1,571 -4.4% 1.96% $5.6M $164.90
2024 Q2 REDUCED 35,351 -191 -0.5% 2.33% $6.4M $180.86
2024 Q1 REDUCED 35,542 -528 -1.5% 1.98% $5.4M $149.69
2023 Q4 ADDED 36,070 +3,180 +9.7% 1.89% $5.0M $138.54
2023 Q3 ADDED 32,890 +150 +0.5% 2.13% $4.3M $129.79
7 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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