AWM
AAF Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Buy |
4,464
+181
| +4% | +$31.9K | 0.36% | 22 |
|
|
2025
Q1 | $662K | Buy |
4,283
+164
| +4% | +$25.4K | 0.36% | 24 |
|
|
2024
Q4 | $780K | Buy |
4,119
+201
| +5% | +$38K | 0.39% | 21 |
|
|
2024
Q3 | $650K | Buy |
3,918
+1
| +0% | +$166 | 0.33% | 23 |
|
|
2024
Q2 | $713K | Buy |
3,917
+844
| +27% | +$154K | 0.37% | 20 |
|
|
2024
Q1 | $464K | Buy |
3,073
+1,513
| +97% | +$228K | 0.26% | 30 |
|
|
2023
Q4 | $218K | Hold |
1,560
| – | – | 0.13% | 40 |
|
|
2023
Q3 | $204K | Buy |
+1,560
| New | +$204K | 0.13% | 39 |
|
|
2023
Q1 | – | Sell |
-1,560
| Closed | -$138K | – | 44 |
|
|
2022
Q4 | $138K | Buy |
+1,560
| New | +$138K | 0.1% | 38 |
|
|
2022
Q2 | – | Sell |
-84
| Closed | -$234K | – | 34 |
|
|
2022
Q1 | $234K | Sell |
84
-5
| -6% | -$13.9K | 0.15% | 28 |
|
|
2021
Q4 | $258K | Buy |
+89
| New | +$258K | 0.19% | 23 |
|