Giverny Capital — GOOG Trade History

Quarter-by-quarter changes in the ALPHABET INC C position · CUSIP 02079K107
Currently held · 2 YearsFirst seen: 2016 Q3split-adjusted
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-26Reduce605,460-15,449-2.5%$213.9M7.19%
2026 Q12026-05-15Reduce620,909-18,598-2.9%$178.1M6.52%
2025 Q42026-02-13Add639,5071,294+0.2%$200.7M6.69%
2025 Q32025-11-17Reduce638,213-15,504-2.4%$155.4M5.27%
2025 Q22025-08-13Reduce653,717-1,320-0.2%$116.0M3.98%
2024 Q42025-08-12Add655,0373,591+0.6%$124.7M4.56%
2025 Q12025-08-12Add651,4465,266+0.8%$101.8M3.75%
2024 Q32024-11-13New646,180646,180$108.0M4.11%
2023 Q42024-08-23
2024 Q12024-08-20Sold out-647,436-100.0%
2024 Q22024-08-14Reduce647,436-258,888-28.6%$118.8M5.02%
2023 Q32024-01-25Reduce906,324-712-0.1%$119.5M6.49%
2023 Q22023-08-07Add907,03620,058+2.3%$109.7M5.77%
2022 Q42023-05-17Add886,97824,902+2.9%$78.7M4.87%
2023 Q12023-05-12Reduce862,076-30,964-3.5%$89.7M5.40%
2022 Q32022-11-14Add893,04012,800+1.5%$85.9M5.82%
2022 Q22022-08-12Add880,24048,620+5.8%$96.3M6.34%
2022 Q12022-05-12Add831,62025,680+3.2%$116.1M6.56%
2021 Q42022-02-11Add805,94011,120+1.4%$116.6M6.22%
2021 Q32021-11-15Add794,82023,560+3.1%$105.9M6.32%
2021 Q22021-08-13Add771,26025,680+3.4%$96.7M5.88%
2021 Q12021-05-17Add745,5804,500+0.6%$77.1M5.16%
2020 Q42021-02-16Add741,08017,880+2.5%$64.9M4.98%
2020 Q32020-11-13Reduce723,200-3,280-0.5%$53.1M4.87%
2020 Q22020-08-07Add726,48043,640+6.4%$51.3M5.11%
2020 Q12020-05-15Reduce682,840-47,220-6.5%$39.7M5.06%
2019 Q42020-02-07Add730,06017,520+2.5%$48.8M4.42%
2019 Q32019-11-14Add712,54010,340+1.5%$43.4M4.33%
2019 Q22019-08-13Add702,20015,280+2.2%$38.0M3.83%
2019 Q12019-05-14Add686,9203,060+0.4%$40.3M4.62%
2018 Q42019-02-13Add683,8605,020+0.7%$35.4M4.67%
2018 Q32018-11-13Add678,84064,480+10.5%$40.5M4.59%
2018 Q22018-08-14Add614,36027,960+4.8%$34.3M4.46%
2018 Q12018-05-11Add586,40029,700+5.3%$30.3M4.05%
2017 Q42018-02-13Add556,70069,360+14.2%$29.1M4.00%
2017 Q32017-11-13Add487,34028,620+6.2%$23.4M3.42%
2017 Q22017-08-04Add458,7204,880+1.1%$20.8M3.37%
2017 Q12017-05-11Add453,840104,680+30.0%$18.8M3.13%
2016 Q42017-02-10Add349,16025,020+7.7%$13.5M2.28%
2016 Q32016-11-08New324,140324,140$12.6M2.34%

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.