CWM
CarsonAllaria 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
Q2 | $44.2K | Buy |
251
+67
| +36% | +$11.8K | 0.02% | 141 |
|
2025
Q1 | $28.6K | Hold |
184
| – | – | 0.02% | 168 |
|
2024
Q4 | $35K | Hold |
184
| – | – | 0.02% | 155 |
|
2024
Q3 | $30.6K | Sell |
184
-225
| -55% | -$37.4K | 0.02% | 167 |
|
2024
Q2 | $74.5K | Buy |
409
+116
| +40% | +$21.1K | 0.05% | 112 |
|
2024
Q1 | $44.2K | Buy |
293
+109
| +59% | +$16.5K | 0.03% | 139 |
|
2023
Q4 | $25.7K | Hold |
184
| – | – | 0.02% | 153 |
|
2023
Q3 | $24.1K | Sell |
184
-100
| -35% | -$13.1K | 0.02% | 148 |
|
2023
Q2 | $34K | Buy |
284
+164
| +137% | +$19.6K | 0.03% | 133 |
|
2023
Q1 | $12.4K | Buy |
+120
| New | +$12.4K | 0.01% | 196 |
|
2022
Q4 | – | Sell |
-140
| Closed | -$13K | – | 351 |
|
2022
Q3 | $13K | Buy |
140
+121
| +637% | +$11.2K | 0.01% | 171 |
|
2022
Q2 | $41K | Hold |
19
| – | – | 0.04% | 112 |
|
2022
Q1 | $53K | Hold |
19
| – | – | 0.05% | 108 |
|
2021
Q4 | $55K | Buy |
+19
| New | +$55K | 0.05% | 112 |
|