BWM
BKM 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 | $254K | Hold |
1,440
| – | – | 0.1% | 139 |
|
|
2025
Q1 | $223K | Buy |
+1,440
| New | +$223K | 0.09% | 145 |
|
|
2024
Q2 | – | Sell |
-1,693
| Closed | -$256K | – | 168 |
|
|
2024
Q1 | $256K | Buy |
1,693
+413
| +32% | +$62.3K | 0.11% | 143 |
|
|
2023
Q4 | $179K | Buy |
+1,280
| New | +$179K | 0.08% | 160 |
|