AWM
Axxcess 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 | $33.4M | Buy |
196,114
+8,445
| +4% | +$1.44M | 0.78% | 29 |
|
|
2025
Q1 | $28.1M | Sell |
187,669
-2,470
| -1% | -$370K | 0.75% | 29 |
|
|
2024
Q4 | $35.3M | Sell |
190,139
-306
| -0.2% | -$56.7K | 0.85% | 25 |
|
|
2024
Q3 | $31M | Sell |
190,445
-12,931
| -6% | -$2.1M | 0.76% | 28 |
|
|
2024
Q2 | $36.3M | Buy |
203,376
+19,961
| +11% | +$3.56M | 0.96% | 19 |
|
|
2024
Q1 | $27.1M | Buy |
183,415
+11,238
| +7% | +$1.66M | 0.74% | 25 |
|
|
2023
Q4 | $23.5M | Buy |
172,177
+7,689
| +5% | +$1.05M | 0.68% | 27 |
|
|
2023
Q3 | $21M | Buy |
164,488
+68,820
| +72% | +$8.79M | 0.72% | 29 |
|
|
2023
Q2 | $11M | Sell |
95,668
-11,086
| -10% | -$1.27M | 0.8% | 21 |
|
|
2023
Q1 | $10.7M | Buy |
106,754
+3,286
| +3% | +$329K | 0.81% | 19 |
|
|
2022
Q4 | $8.86M | Buy |
103,468
+9,675
| +10% | +$829K | 0.73% | 26 |
|
|
2022
Q3 | $8.69M | Buy |
93,793
+89,158
| +1,924% | +$101K | 0.82% | 20 |
|
|
2022
Q2 | $9.74M | Sell |
4,635
-253
| -5% | -$532K | 0.9% | 15 |
|
|
2022
Q1 | $13.1M | Buy |
4,888
+246
| +5% | +$658K | 1.02% | 13 |
|
|
2021
Q4 | $12.9M | Buy |
+4,642
| New | +$12.9M | 0.94% | 13 |
|