Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alphabet (Google) Class C GOOG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$68M Buy
383,108
+24,286
+7% +$4.31M 0.24% 84
2025
Q1
$56.1M Buy
358,822
+20,156
+6% +$3.15M 0.22% 95
2024
Q4
$64.5M Buy
338,666
+24,829
+8% +$4.73M 0.27% 76
2024
Q3
$52.5M Buy
313,837
+2,831
+0.9% +$473K 0.23% 91
2024
Q2
$57M Buy
311,006
+11,270
+4% +$2.07M 0.27% 69
2024
Q1
$45.6M Buy
299,736
+20,207
+7% +$3.08M 0.22% 87
2023
Q4
$39.4M Buy
279,529
+24,423
+10% +$3.44M 0.21% 91
2023
Q3
$33.6M Buy
255,106
+44,910
+21% +$5.92M 0.21% 95
2023
Q2
$25.4M Buy
210,196
+17,079
+9% +$2.07M 0.16% 125
2023
Q1
$20.1M Buy
193,117
+10,746
+6% +$1.12M 0.14% 147
2022
Q4
$16.2M Buy
182,371
+954
+0.5% +$84.7K 0.12% 156
2022
Q3
$17.4M Buy
181,417
+173,017
+2,060% +$1.29M 0.14% 141
2022
Q2
$18.4M Buy
8,400
+1,830
+28% +$4M 0.14% 141
2022
Q1
$18.4M Buy
6,570
+2,390
+57% +$6.68M 0.13% 149
2021
Q4
$12.1M Buy
+4,180
New +$12.1M 0.09% 195
2021
Q2
$7.57M Hold
3,021
0.06% 236
2021
Q1
$7.57M Hold
3,021
0.06% 236
2020
Q4
$7.57M Hold
3,021
0.06% 236
2020
Q3
$7.57M Hold
3,021
0.06% 236
2020
Q2
$7.57M Hold
3,021
0.06% 236
2020
Q1
$7.57M Hold
3,021
0.06% 236
2019
Q4
$7.57M Hold
3,021
0.06% 236
2019
Q3
$7.57M Hold
3,021
0.06% 236
2019
Q2
$7.57M Hold
3,021
0.06% 236
2019
Q1
$7.57M Buy
3,021
+1,330
+79% +$3.33M 0.06% 236
2018
Q4
$1.75M Buy
1,691
+249
+17% +$258K 0.04% 296
2018
Q3
$1.72M Buy
1,442
+460
+47% +$549K 0.04% 263
2018
Q2
$1.1M Buy
982
+128
+15% +$143K 0.04% 269
2018
Q1
$881K Buy
854
+31
+4% +$32K 0.04% 238
2017
Q4
$861K Sell
823
-93
-10% -$97.3K 0.04% 238
2017
Q3
$879K Buy
916
+74
+9% +$71K 0.04% 216
2017
Q2
$765K Buy
842
+197
+31% +$179K 0.04% 214
2017
Q1
$535K Sell
645
-134
-17% -$111K 0.03% 226
2016
Q4
$601K Buy
779
+73
+10% +$56.3K 0.04% 204
2016
Q3
$549K Sell
706
-45
-6% -$35K 0.04% 201
2016
Q2
$520K Buy
751
+201
+37% +$139K 0.04% 196
2016
Q1
$410K Sell
550
-40
-7% -$29.8K 0.04% 197
2015
Q4
$448K Buy
+590
New +$448K 0.04% 181
2015
Q3
Sell
-23,792
Closed -$12.8M 642
2015
Q2
$12.8M Buy
23,792
+646
+3% +$314K 1.23% 20
2015
Q1
$12.8M Buy
23,146
+965
+4% +$535K 1.3% 23
2014
Q4
$11.8M Buy
22,181
+18,601
+520% +$9.87M 1.43% 19
2014
Q3
$2.09M Buy
3,580
+288
+9% +$168K 0.3% 97
2014
Q2
$1.91M Buy
3,292
+1,927
+141% +$325K 0.34% 88
2014
Q1
$1.52M Buy
1,365
+216
+19% +$241K 0.21% 78
2013
Q4
$1.29M Buy
1,149
+232
+25% +$260K 0.2% 75
2013
Q3
$803K Buy
+917
New +$803K 0.21% 62