Ownership history in Whelan Financial · 14 quarters on record
This page tracks every 13F SEC filing in which Whelan Financial 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 12,899 | +1,740 | +15.6% | 1.26% | $4.0M | $313.58 |
| 2025 Q3 | ADDED | 11,159 | +1,824 | +19.5% | 0.86% | $2.7M | $243.22 |
| 2025 Q2 | ADDED | 9,335 | +1,541 | +19.8% | 0.60% | $1.7M | $176.99 |
| 2025 Q1 | ADDED | 7,794 | +3,692 | +90.0% | 0.47% | $1.2M | $155.69 |
| 2024 Q4 | ADDED | 4,102 | +892 | +27.8% | 0.31% | $781K | $189.57 |
| 2024 Q3 | ADDED | 3,210 | +151 | +4.9% | 0.22% | $537K | $166.24 |
| 2024 Q2 | ADDED | 3,059 | +193 | +6.7% | 0.25% | $561K | $182.13 |
| 2024 Q1 | ADDED | 2,866 | +668 | +30.4% | 0.20% | $436K | $151.02 |
| 2023 Q4 | REDUCED | 2,198 | -110 | -4.8% | 0.14% | $310K | $139.78 |
| 2023 Q3 | ADDED | 2,308 | +88 | +4.0% | 0.16% | $304K | $130.78 |
As of 2025 Q4 — sorted by position size