BWM
BT Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $484K | Sell |
222
-58
| -21% | -$126K | 0.14% | 39 |
|
|
2022
Q1 | $779K | Buy |
280
+12
| +4% | +$33.4K | 0.2% | 29 |
|
|
2021
Q4 | $776K | Buy |
268
+40
| +18% | +$116K | 0.21% | 30 |
|
|
2021
Q3 | $610K | Sell |
228
-11
| -5% | -$29.4K | 0.19% | 27 |
|
|
2021
Q2 | $584K | Buy |
239
+85
| +55% | +$208K | 0.18% | 30 |
|
|
2021
Q1 | $318K | Sell |
154
-45
| -23% | -$92.9K | 0.11% | 43 |
|
|
2020
Q4 | $349K | Hold |
199
| – | – | 0.13% | 42 |
|
|
2020
Q3 | $292K | Hold |
199
| – | – | 0.13% | 43 |
|
|
2020
Q2 | $282K | Hold |
199
| – | – | 0.14% | 40 |
|
|
2020
Q1 | $231K | Sell |
199
-31
| -13% | -$36K | 0.13% | 46 |
|
|
2019
Q4 | $308K | Buy |
230
+20
| +10% | +$26.8K | 0.16% | 46 |
|
|
2019
Q3 | $256K | Hold |
210
| – | – | 0.14% | 46 |
|
|
2019
Q2 | $247K | Sell |
210
-23
| -10% | -$27.1K | 0.14% | 46 |
|
|
2019
Q1 | $274K | Sell |
233
-307
| -57% | -$361K | 0.16% | 44 |
|
|
2018
Q4 | $610K | Buy |
+540
| New | +$610K | 0.26% | 47 |
|