BWM
Birchcreek 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 | $533K | Buy |
3,005
+125
| +4% | +$22.2K | 0.3% | 59 |
|
|
2025
Q1 | $450K | Hold |
2,880
| – | – | 0.28% | 64 |
|
|
2024
Q4 | $548K | Buy |
2,880
+135
| +5% | +$25.7K | 0.34% | 55 |
|
|
2024
Q3 | $459K | Sell |
2,745
-400
| -13% | -$66.9K | 0.3% | 66 |
|
|
2024
Q2 | $577K | Sell |
3,145
-840
| -21% | -$154K | 0.32% | 70 |
|
|
2024
Q1 | $607K | Sell |
3,985
-50
| -1% | -$7.61K | 0.32% | 73 |
|
|
2023
Q4 | $569K | Buy |
4,035
+250
| +7% | +$35.2K | 0.34% | 71 |
|
|
2023
Q3 | $499K | Hold |
3,785
| – | – | 0.34% | 75 |
|
|
2023
Q2 | $458K | Hold |
3,785
| – | – | 0.32% | 77 |
|
|
2023
Q1 | $394K | Hold |
3,785
| – | – | 0.31% | 81 |
|
|
2022
Q4 | $336K | Hold |
3,785
| – | – | 0.3% | 87 |
|
|
2022
Q3 | $364K | Buy |
3,785
+3,610
| +2,063% | +$347K | 0.34% | 70 |
|
|
2022
Q2 | $383K | Buy |
175
+45
| +35% | +$98.5K | 0.34% | 67 |
|
|
2022
Q1 | $363K | Hold |
130
| – | – | 0.32% | 70 |
|
|
2021
Q4 | $376K | Hold |
130
| – | – | 0.33% | 69 |
|
|
2021
Q3 | $346K | Hold |
130
| – | – | 0.32% | 70 |
|
|
2021
Q2 | $326K | Buy |
130
+3
| +2% | +$7.52K | 0.31% | 74 |
|
|
2021
Q1 | $263K | Sell |
127
-20
| -14% | -$41.4K | 0.28% | 85 |
|
|
2020
Q4 | $257K | Buy |
+147
| New | +$257K | 0.25% | 81 |
|