CWM
Campbell Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $367K | Buy |
+1,929
| New | +$367K | 0.03% | 58 |
|
2024
Q3 | – | Sell |
-1,710
| Closed | -$314K | – | 76 |
|
2024
Q2 | $314K | Hold |
1,710
| – | – | 0.1% | 31 |
|
2024
Q1 | $260K | Buy |
+1,710
| New | +$260K | 0.03% | 70 |
|
2020
Q3 | – | Sell |
-29
| Closed | -$41K | – | 173 |
|
2020
Q2 | $41K | Buy |
+29
| New | +$41K | 0.01% | 172 |
|