Ownership history in WealthPLAN Partners, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Google Inc Cl A (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 28,511 | -1,846 | -6.1% | 1.34% | $8.9M | $313.58 |
| 2025 Q3 | ADDED | 30,357 | +562 | +1.9% | 1.11% | $7.4M | $243.22 |
| 2025 Q2 | REDUCED | 29,795 | -8,615 | -22.4% | 0.85% | $5.3M | $176.99 |
| 2025 Q1 | ADDED | 38,410 | +356 | +0.9% | 0.85% | $6.0M | $155.69 |
| 2024 Q4 | REDUCED | 38,054 | -6,055 | -13.7% | 1.03% | $7.2M | $189.57 |
| 2024 Q3 | REDUCED | 44,109 | -17,258 | -28.1% | 0.99% | $7.4M | $166.24 |
| 2024 Q2 | ADDED | 61,367 | +7,722 | +14.4% | 1.21% | $11.3M | $182.13 |
| 2024 Q1 | REDUCED | 53,645 | -2,650 | -4.7% | 0.85% | $8.2M | $151.02 |
| 2023 Q4 | REDUCED | 56,295 | -337 | -0.6% | 0.82% | $7.9M | $139.78 |
| 2023 Q3 | ADDED | 56,632 | +18,752 | +49.5% | 0.87% | $7.5M | $130.78 |
As of 2025 Q4 — sorted by position size