BWM
BCS 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 | $984K | Buy |
5,585
+1,438
| +35% | +$253K | 0.21% | 94 |
|
2025
Q1 | $641K | Sell |
4,147
-1,677
| -29% | -$259K | 0.16% | 117 |
|
2024
Q4 | $1.1M | Buy |
5,824
+987
| +20% | +$187K | 0.27% | 79 |
|
2024
Q3 | $802K | Buy |
4,837
+1,868
| +63% | +$310K | 0.34% | 64 |
|
2024
Q2 | $541K | Buy |
2,969
+77
| +3% | +$14K | 0.26% | 80 |
|
2024
Q1 | $436K | Buy |
2,892
+344
| +14% | +$51.9K | 0.14% | 150 |
|
2023
Q4 | $356K | Sell |
2,548
-148
| -5% | -$20.7K | 0.13% | 148 |
|
2023
Q3 | $353K | Hold |
2,696
| – | – | 0.15% | 135 |
|
2023
Q2 | $323K | Buy |
+2,696
| New | +$323K | 0.24% | 80 |
|
2023
Q1 | – | Sell |
-3,200
| Closed | -$282K | – | 175 |
|
2022
Q4 | $282K | Buy |
3,200
+500
| +19% | +$44.1K | 0.12% | 150 |
|
2022
Q3 | $258K | Buy |
+2,700
| New | +$258K | 0.12% | 148 |
|
2022
Q2 | – | Sell |
-74
| Closed | -$206K | – | 178 |
|
2022
Q1 | $206K | Sell |
74
-16
| -18% | -$44.5K | 0.09% | 180 |
|
2021
Q4 | $262K | Buy |
+90
| New | +$262K | 0.09% | 172 |
|