Carson Wealth (CWM LLC)
GOOGL icon

Carson Wealth (CWM LLC)’s Alphabet (Google) Class A GOOGL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$170M Sell
963,735
-9,680
-1% -$1.71M 0.6% 34
2025
Q1
$151M Buy
973,415
+55,385
+6% +$8.56M 0.6% 32
2024
Q4
$174M Buy
918,030
+22,143
+2% +$4.19M 0.72% 28
2024
Q3
$149M Buy
895,887
+3,053
+0.3% +$506K 0.64% 32
2024
Q2
$163M Buy
892,834
+94,669
+12% +$17.2M 0.77% 27
2024
Q1
$120M Buy
798,165
+87,036
+12% +$13.1M 0.59% 32
2023
Q4
$99.3M Buy
711,129
+179,437
+34% +$25.1M 0.53% 36
2023
Q3
$69.6M Buy
531,692
+66,827
+14% +$8.74M 0.43% 45
2023
Q2
$55.6M Buy
464,865
+81,819
+21% +$9.79M 0.34% 56
2023
Q1
$39.7M Buy
383,046
+38,091
+11% +$3.95M 0.27% 72
2022
Q4
$30.4M Sell
344,955
-6,268
-2% -$553K 0.22% 95
2022
Q3
$33.6M Buy
351,223
+9,603
+3% +$919K 0.27% 69
2022
Q2
$37.2M Sell
341,620
-86,620
-20% -$9.44M 0.29% 66
2022
Q1
$59.6M Buy
428,240
+17,060
+4% +$2.37M 0.42% 43
2021
Q4
$59.6M Buy
+411,180
New +$59.6M 0.42% 43
2021
Q2
$46.6M Hold
381,560
0.37% 47
2021
Q1
$46.6M Hold
381,560
0.37% 47
2020
Q4
$46.6M Hold
381,560
0.37% 47
2020
Q3
$46.6M Hold
381,560
0.37% 47
2020
Q2
$46.6M Hold
381,560
0.37% 47
2020
Q1
$46.6M Hold
381,560
0.37% 47
2019
Q4
$46.6M Hold
381,560
0.37% 47
2019
Q3
$46.6M Hold
381,560
0.37% 47
2019
Q2
$46.6M Hold
381,560
0.37% 47
2019
Q1
$46.6M Buy
381,560
+309,160
+427% +$37.7M 0.37% 47
2018
Q4
$3.78M Buy
72,400
+50,400
+229% +$2.63M 0.09% 185
2018
Q3
$1.33M Buy
22,000
+6,920
+46% +$418K 0.03% 290
2018
Q2
$851K Buy
15,080
+2,940
+24% +$166K 0.03% 284
2018
Q1
$630K Sell
12,140
-28,280
-70% -$1.47M 0.03% 266
2017
Q4
$2.13M Sell
40,420
-12,780
-24% -$673K 0.09% 161
2017
Q3
$2.59M Sell
53,200
-5,740
-10% -$279K 0.12% 131
2017
Q2
$2.74M Sell
58,940
-9,320
-14% -$433K 0.14% 118
2017
Q1
$2.89M Sell
68,260
-30,100
-31% -$1.28M 0.16% 116
2016
Q4
$3.9M Buy
98,360
+20,480
+26% +$811K 0.24% 104
2016
Q3
$3.13M Sell
77,880
-5,880
-7% -$236K 0.22% 120
2016
Q2
$2.95M Sell
83,760
-8,080
-9% -$284K 0.21% 124
2016
Q1
$3.5M Sell
91,840
-15,160
-14% -$578K 0.31% 101
2015
Q4
$4.16M Buy
+107,000
New +$4.16M 0.41% 83