CWM
Campbell Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $206K | Buy |
+1,089
| New | +$206K | 0.02% | 94 |
|
|
2024
Q3 | – | Sell |
-1,129
| Closed | -$206K | – | 77 |
|
|
2024
Q2 | $206K | Buy |
+1,129
| New | +$206K | 0.07% | 46 |
|
|
2023
Q3 | – | Sell |
-1,760
| Closed | -$211K | – | 77 |
|
|
2023
Q2 | $211K | Buy |
+1,760
| New | +$211K | 0.03% | 72 |
|
|
2022
Q4 | – | Sell |
-2,180
| Closed | -$209K | – | 77 |
|
|
2022
Q3 | $209K | Buy |
2,180
+2,067
| +1,829% | +$198K | 0.03% | 71 |
|
|
2022
Q2 | $246K | Buy |
113
+23
| +26% | +$50.1K | 0.03% | 49 |
|
|
2022
Q1 | $250K | Hold |
90
| – | – | 0.03% | 63 |
|
|
2021
Q4 | $261K | Buy |
90
+14
| +18% | +$40.6K | 0.03% | 61 |
|
|
2021
Q3 | $203K | Buy |
+76
| New | +$203K | 0.03% | 74 |
|
|
2020
Q3 | – | Sell |
-89
| Closed | -$126K | – | 174 |
|
|
2020
Q2 | $126K | Buy |
+89
| New | +$126K | 0.02% | 79 |
|