CWM
Cahill 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
Q1 | $225K | Sell |
1,452
-200
| -12% | -$30.9K | 0.11% | 49 |
|
2024
Q4 | $313K | Buy |
1,652
+101
| +7% | +$19.1K | 0.16% | 43 |
|
2024
Q3 | $257K | Sell |
1,551
-708
| -31% | -$117K | 0.13% | 45 |
|
2024
Q2 | $412K | Buy |
2,259
+709
| +46% | +$129K | 0.25% | 37 |
|
2024
Q1 | $234K | Hold |
1,550
| – | – | 0.14% | 45 |
|
2023
Q4 | $217K | Hold |
1,550
| – | – | 0.15% | 44 |
|
2023
Q3 | $203K | Buy |
+1,550
| New | +$203K | 0.16% | 44 |
|
2022
Q2 | – | Sell |
-80
| Closed | -$222K | – | 45 |
|
2022
Q1 | $222K | Buy |
+80
| New | +$222K | 0.16% | 37 |
|