9WM
9258 Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.31M | Buy |
7,853
+10
| +0.1% | +$1.67K | 0.19% | 100 |
|
|
2024
Q2 | $1.44M | Buy |
7,843
+1,004
| +15% | +$184K | 0.22% | 89 |
|
|
2024
Q1 | $1.04M | Sell |
6,839
-49
| -0.7% | -$7.46K | 0.16% | 117 |
|
|
2023
Q4 | $971K | Sell |
6,888
-341
| -5% | -$48.1K | 0.17% | 119 |
|
|
2023
Q3 | $953K | Sell |
7,229
-353
| -5% | -$46.5K | 0.19% | 106 |
|
|
2023
Q2 | $917K | Sell |
7,582
-105
| -1% | -$12.7K | 0.17% | 112 |
|
|
2023
Q1 | $799K | Sell |
7,687
-438
| -5% | -$45.6K | 0.16% | 119 |
|
|
2022
Q4 | $721K | Sell |
8,125
-2,478
| -23% | -$220K | 0.16% | 126 |
|
|
2022
Q3 | $1.02M | Buy |
10,603
+10,090
| +1,967% | +$970K | 0.26% | 87 |
|
|
2022
Q2 | $1.12M | Sell |
513
-16
| -3% | -$35K | 0.29% | 85 |
|
|
2022
Q1 | $1.48M | Sell |
529
-28
| -5% | -$78.2K | 0.34% | 63 |
|
|
2021
Q4 | $1.61M | Buy |
557
+47
| +9% | +$136K | 0.37% | 50 |
|
|
2021
Q3 | $1.36M | Buy |
510
+6
| +1% | +$16K | 0.36% | 54 |
|
|
2021
Q2 | $1.26M | Buy |
504
+72
| +17% | +$180K | 0.34% | 64 |
|
|
2021
Q1 | $894K | Buy |
432
+9
| +2% | +$18.6K | 0.27% | 90 |
|
|
2020
Q4 | $741K | Buy |
423
+22
| +5% | +$38.5K | 0.24% | 102 |
|
|
2020
Q3 | $650K | Sell |
401
-87
| -18% | -$141K | 0.25% | 100 |
|
|
2020
Q2 | $690K | Buy |
488
+3
| +0.6% | +$4.24K | 0.28% | 96 |
|
|
2020
Q1 | $619K | Buy |
485
+35
| +8% | +$44.7K | 0.27% | 102 |
|
|
2019
Q4 | $602K | Buy |
+450
| New | +$602K | 0.22% | 126 |
|