9WM
9258 Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.54M | Sell |
21,343
-573
| -3% | -$95K | 0.52% | 38 |
|
|
2024
Q2 | $3.99M | Buy |
21,916
+601
| +3% | +$109K | 0.61% | 35 |
|
|
2024
Q1 | $3.22M | Buy |
21,315
+1,248
| +6% | +$188K | 0.5% | 41 |
|
|
2023
Q4 | $2.8M | Buy |
20,067
+493
| +3% | +$68.9K | 0.49% | 41 |
|
|
2023
Q3 | $2.56M | Sell |
19,574
-20
| -0.1% | -$2.62K | 0.5% | 46 |
|
|
2023
Q2 | $2.35M | Buy |
19,594
+698
| +4% | +$83.6K | 0.44% | 46 |
|
|
2023
Q1 | $1.96M | Sell |
18,896
-573
| -3% | -$59.4K | 0.4% | 56 |
|
|
2022
Q4 | $1.72M | Buy |
19,469
+2,032
| +12% | +$179K | 0.37% | 62 |
|
|
2022
Q3 | $1.67M | Buy |
17,437
+16,506
| +1,773% | +$1.58M | 0.43% | 54 |
|
|
2022
Q2 | $2.03M | Buy |
931
+48
| +5% | +$105K | 0.52% | 48 |
|
|
2022
Q1 | $2.46M | Buy |
883
+24
| +3% | +$66.8K | 0.57% | 34 |
|
|
2021
Q4 | $2.49M | Buy |
859
+76
| +10% | +$220K | 0.57% | 31 |
|
|
2021
Q3 | $2.09M | Buy |
783
+31
| +4% | +$82.9K | 0.56% | 31 |
|
|
2021
Q2 | $1.84M | Buy |
752
+81
| +12% | +$198K | 0.49% | 34 |
|
|
2021
Q1 | $1.38M | Buy |
671
+15
| +2% | +$30.9K | 0.42% | 48 |
|
|
2020
Q4 | $1.15M | Buy |
656
+10
| +2% | +$17.5K | 0.37% | 54 |
|
|
2020
Q3 | $1.04M | Buy |
646
+26
| +4% | +$42K | 0.39% | 53 |
|
|
2020
Q2 | $879K | Sell |
620
-25
| -4% | -$35.4K | 0.36% | 73 |
|
|
2020
Q1 | $820K | Buy |
645
+67
| +12% | +$85.2K | 0.36% | 70 |
|
|
2019
Q4 | $774K | Buy |
578
+24
| +4% | +$32.1K | 0.28% | 103 |
|
|
2019
Q3 | $677K | Buy |
554
+23
| +4% | +$28.1K | 0.53% | 67 |
|
|
2019
Q2 | $575K | Buy |
531
+88
| +20% | +$95.3K | 0.46% | 72 |
|
|
2019
Q1 | $521K | Buy |
443
+103
| +30% | +$121K | 0.44% | 76 |
|
|
2018
Q4 | $355K | Buy |
+340
| New | +$355K | 0.34% | 97 |
|