BAM
Baldrige Asset Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $165K | Buy |
1,588
+508
| +47% | +$52.8K | 0.07% | 117 |
|
|
2022
Q4 | $95K | Hold |
1,080
| – | – | 0.04% | 143 |
|
|
2022
Q3 | $103K | Buy |
1,080
+1,026
| +1,900% | +$97.9K | 0.05% | 130 |
|
|
2022
Q2 | $118K | Hold |
54
| – | – | 0.05% | 128 |
|
|
2022
Q1 | $150K | Sell |
54
-23
| -30% | -$63.9K | 0.06% | 119 |
|
|
2021
Q4 | $223K | Sell |
77
-5
| -6% | -$14.5K | 0.09% | 104 |
|
|
2021
Q3 | $219K | Sell |
82
-3
| -4% | -$8.01K | 0.09% | 98 |
|
|
2021
Q2 | $208K | Buy |
+85
| New | +$208K | 0.09% | 97 |
|