Francois Rochon - Giverny Capital
Holding/activity history for Alphabet Inc. CL C (GOOG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 637,950 | 4.23 | Reduce 29.61% | 1.78 | $140.93 |
| 2023 Q3 | 906,324 | 6.49 | Reduce 0.08% | 0.01 | $131.85 |
| 2023 Q2 | 907,036 | 5.77 | Add 5.22% | 0.29 | $120.97 |
| 2023 Q1 | 862,076 | 5.40 | Reduce 2.81% | 0.16 | $104.00 |
| 2022 Q4 | 886,978 | 4.87 | Reduce 0.68% | 0.03 | $88.73 |
| 2022 Q3 | 893,040 | 5.82 | Add 1.45% | 0.08 | $96.15 |
| 2022 Q2 | 880,240 | 6.34 | Add 5.85% | 0.35 | $109.37 |
| 2022 Q1 | 831,620 | 6.56 | Add 3.19% | 0.20 | $139.65 |
| 2021 Q4 | 805,940 | 6.22 | Add 1.40% | 0.09 | $144.68 |
| 2021 Q3 | 794,820 | 6.32 | Add 3.05% | 0.19 | $133.27 |
| 2021 Q2 | 771,260 | 5.88 | Add 3.44% | 0.20 | $125.32 |
| 2021 Q1 | 745,580 | 5.16 | Add 0.61% | 0.03 | $103.43 |
| 2020 Q4 | 741,080 | 4.98 | Add 2.47% | 0.12 | $87.59 |
| 2020 Q3 | 723,200 | 4.87 | Reduce 0.45% | 0.02 | $73.48 |
| 2020 Q2 | 726,480 | 5.11 | Add 6.39% | 0.31 | $70.68 |
| 2020 Q1 | 682,840 | 5.06 | Reduce 6.47% | 0.35 | $58.14 |
| 2019 Q4 | 730,060 | 4.42 | Add 2.46% | 0.11 | $66.85 |
| 2019 Q3 | 712,540 | 4.33 | Add 1.47% | 0.06 | $60.95 |
| 2019 Q2 | 702,200 | 3.83 | Add 2.22% | 0.08 | $54.05 |
| 2019 Q1 | 686,920 | 4.62 | Add 0.45% | 0.02 | $58.67 |
| 2018 Q4 | 683,860 | 4.67 | Add 0.74% | 0.03 | $51.78 |
| 2018 Q3 | 678,840 | 4.59 | Add 10.50% | 0.44 | $59.67 |
| 2018 Q2 | 614,360 | 4.46 | Add 4.77% | 0.20 | $55.78 |
| 2018 Q1 | 586,400 | 4.05 | Add 5.34% | 0.21 | $51.59 |
| 2017 Q4 | 556,700 | 4.00 | $52.32 |