AEPWM
Atlantic Edge Private 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 | $330K | Sell |
1,858
-150
| -7% | -$26.6K | 0.09% | 107 |
|
|
2025
Q1 | $314K | Sell |
2,008
-202
| -9% | -$31.6K | 0.1% | 107 |
|
|
2024
Q4 | $421K | Buy |
2,210
+10
| +0.5% | +$1.9K | 0.13% | 93 |
|
|
2024
Q3 | $368K | Hold |
2,200
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $404K | Hold |
2,200
| – | – | 0.13% | 95 |
|
|
2024
Q1 | $335K | Hold |
2,200
| – | – | 0.12% | 104 |
|
|
2023
Q4 | $310K | Buy |
+2,200
| New | +$310K | 0.13% | 102 |
|