AWM
Aries 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 | $5.77M | Buy |
32,744
+340
| +1% | +$59.9K | 1.51% | 13 |
|
2025
Q1 | $5.01M | Buy |
32,404
+2,626
| +9% | +$406K | 1.36% | 16 |
|
2024
Q4 | $5.64M | Buy |
29,778
+1,097
| +4% | +$208K | 1.55% | 12 |
|
2024
Q3 | $4.76M | Buy |
28,681
+44
| +0.2% | +$7.3K | 1.31% | 17 |
|
2024
Q2 | $5.22M | Buy |
28,637
+1,097
| +4% | +$200K | 1.64% | 12 |
|
2024
Q1 | $4.16M | Sell |
27,540
-103
| -0.4% | -$15.5K | 1.34% | 16 |
|
2023
Q4 | $3.86M | Buy |
27,643
+8
| +0% | +$1.12K | 1.38% | 15 |
|
2023
Q3 | $3.84M | Buy |
27,635
+57
| +0.2% | +$7.93K | 1.5% | 14 |
|
2023
Q2 | $3.3M | Sell |
27,578
-270
| -1% | -$32.3K | 1.28% | 16 |
|
2023
Q1 | $2.89M | Sell |
27,848
-30
| -0.1% | -$3.11K | 1.18% | 20 |
|
2022
Q4 | $2.46M | Buy |
27,878
+440
| +2% | +$38.8K | 1.06% | 24 |
|
2022
Q3 | $2.59M | Buy |
27,438
+26,101
| +1,952% | +$2.47M | 1.15% | 23 |
|
2022
Q2 | $2.91M | Buy |
1,337
+1,228
| +1,127% | +$2.68M | 1.32% | 18 |
|
2022
Q1 | $303K | Sell |
109
-1,179
| -92% | -$3.28M | 0.13% | 65 |
|
2021
Q4 | $3.73M | Buy |
1,288
+8
| +0.6% | +$23.2K | 1.42% | 15 |
|
2021
Q3 | $3.42M | Buy |
1,280
+24
| +2% | +$64.2K | 1.45% | 16 |
|
2021
Q2 | $3.07M | Buy |
1,256
+14
| +1% | +$34.2K | 1.31% | 17 |
|
2021
Q1 | $2.78M | Buy |
1,242
+46
| +4% | +$103K | 1.25% | 18 |
|
2020
Q4 | $2.15M | Buy |
1,196
+6
| +0.5% | +$10.8K | 1.07% | 25 |
|
2020
Q3 | $1.74M | Buy |
1,190
+16
| +1% | +$23.4K | 0.99% | 28 |
|
2020
Q2 | $1.67M | Buy |
1,174
+17
| +1% | +$24.1K | 1.02% | 27 |
|
2020
Q1 | $1.29M | Buy |
1,157
+23
| +2% | +$25.7K | 0.99% | 29 |
|
2019
Q4 | $1.59M | Hold |
1,134
| – | – | 0.97% | 28 |
|
2019
Q3 | $1.38M | Sell |
1,134
-8
| -0.7% | -$9.73K | 0.92% | 32 |
|
2019
Q2 | $1.29M | Sell |
1,142
-9
| -0.8% | -$10.2K | 0.9% | 33 |
|
2019
Q1 | $1.36M | Buy |
1,151
+11
| +1% | +$13K | 1.01% | 32 |
|
2018
Q4 | $1.19M | Sell |
1,140
-26
| -2% | -$27.2K | 1.26% | 28 |
|
2018
Q3 | $1.41M | Hold |
1,166
| – | – | 1.26% | 23 |
|
2018
Q2 | $1.43M | Buy |
1,166
+10
| +0.9% | +$12.3K | 1.32% | 21 |
|
2018
Q1 | $1.2M | Buy |
1,156
+267
| +30% | +$277K | 1.16% | 28 |
|
2017
Q4 | $1.02M | Buy |
+889
| New | +$1.02M | 0.94% | 32 |
|