AWM
Aries Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
5,057
-460
| -8% | -$81.6K | 0.23% | 97 |
|
|
2025
Q1 | $862K | Buy |
5,517
+440
| +9% | +$68.7K | 0.23% | 95 |
|
|
2024
Q4 | $967K | Hold |
5,077
| – | – | 0.27% | 89 |
|
|
2024
Q3 | $849K | Hold |
5,077
| – | – | 0.23% | 97 |
|
|
2024
Q2 | $931K | Buy |
5,077
+860
| +20% | +$158K | 0.29% | 82 |
|
|
2024
Q1 | $642K | Hold |
4,217
| – | – | 0.21% | 105 |
|
|
2023
Q4 | $594K | Sell |
4,217
-112
| -3% | -$15.8K | 0.21% | 107 |
|
|
2023
Q3 | $608K | Buy |
4,329
+112
| +3% | +$15.7K | 0.24% | 101 |
|
|
2023
Q2 | $510K | Hold |
4,217
| – | – | 0.2% | 113 |
|
|
2023
Q1 | $439K | Buy |
4,217
+460
| +12% | +$47.8K | 0.18% | 123 |
|
|
2022
Q4 | $333K | Buy |
3,757
+80
| +2% | +$7.1K | 0.14% | 132 |
|
|
2022
Q3 | $348K | Buy |
3,677
+3,498
| +1,954% | +$331K | 0.15% | 127 |
|
|
2022
Q2 | $392K | Buy |
+179
| New | +$392K | 0.18% | 113 |
|
|
2022
Q1 | – | Sell |
-179
| Closed | -$518K | – | 129 |
|
|
2021
Q4 | $518K | Sell |
179
-4
| -2% | -$11.6K | 0.2% | 105 |
|
|
2021
Q3 | $488K | Buy |
183
+4
| +2% | +$10.7K | 0.21% | 103 |
|
|
2021
Q2 | $449K | Hold |
179
| – | – | 0.19% | 106 |
|
|
2021
Q1 | $404K | Hold |
179
| – | – | 0.18% | 111 |
|
|
2020
Q4 | $323K | Hold |
179
| – | – | 0.16% | 114 |
|
|
2020
Q3 | $263K | Hold |
179
| – | – | 0.15% | 119 |
|
|
2020
Q2 | $253K | Sell |
179
-39
| -18% | -$55.1K | 0.15% | 119 |
|
|
2020
Q1 | $244K | Buy |
218
+11
| +5% | +$12.3K | 0.19% | 110 |
|
|
2019
Q4 | $289K | Sell |
207
-11
| -5% | -$15.4K | 0.18% | 116 |
|
|
2019
Q3 | $265K | Hold |
218
| – | – | 0.18% | 117 |
|
|
2019
Q2 | $247K | Sell |
218
-3
| -1% | -$3.4K | 0.17% | 123 |
|
|
2019
Q1 | $259K | Buy |
221
+20
| +10% | +$23.4K | 0.19% | 118 |
|
|
2018
Q4 | $208K | Hold |
201
| – | – | 0.22% | 103 |
|
|
2018
Q3 | $240K | Hold |
201
| – | – | 0.22% | 104 |
|
|
2018
Q2 | $245K | Hold |
201
| – | – | 0.23% | 102 |
|
|
2018
Q1 | $207K | Hold |
201
| – | – | 0.2% | 114 |
|
|
2017
Q4 | $229K | Buy |
+201
| New | +$229K | 0.21% | 107 |
|