BWG
Beta Wealth Group’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $308K | Sell |
1,750
-312
| -15% | -$55K | 0.11% | 92 |
|
2025
Q1 | $319K | Buy |
2,062
+1
| +0% | +$155 | 0.11% | 90 |
|
2024
Q4 | $390K | Buy |
2,061
+412
| +25% | +$78K | 0.17% | 86 |
|
2024
Q3 | $273K | Buy |
1,649
+9
| +0.5% | +$1.49K | 0.12% | 92 |
|
2024
Q2 | $299K | Buy |
+1,640
| New | +$299K | 0.14% | 85 |
|