CWP
CFM Wealth Partners’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.11M | Buy |
45,747
+1
| +0% | +$177 | 1.29% | 22 |
|
2025
Q1 | $7.15M | Buy |
45,746
+296
| +0.7% | +$46.2K | 1.26% | 20 |
|
2024
Q4 | $8.66M | Sell |
45,450
-227
| -0.5% | -$43.2K | 1.46% | 18 |
|
2024
Q3 | $7.64M | Sell |
45,677
-64
| -0.1% | -$10.7K | 1.33% | 19 |
|
2024
Q2 | $8.39M | Buy |
45,741
+1
| +0% | +$183 | 1.54% | 17 |
|
2024
Q1 | $6.96M | Sell |
45,740
-823
| -2% | -$125K | 1.4% | 16 |
|
2023
Q4 | $6.56M | Sell |
46,563
-128
| -0.3% | -$18K | 1.48% | 14 |
|
2023
Q3 | $6.16M | Buy |
46,691
+52
| +0.1% | +$6.86K | 1.61% | 13 |
|
2023
Q2 | $5.64M | Sell |
46,639
-2,076
| -4% | -$251K | 1.37% | 14 |
|
2023
Q1 | $5.07M | Sell |
48,715
-548
| -1% | -$57K | 1.37% | 14 |
|
2022
Q4 | $4.37M | Sell |
49,263
-162
| -0.3% | -$14.4K | 1.31% | 15 |
|
2022
Q3 | $4.75M | Buy |
49,425
+46,951
| +1,898% | +$4.51M | 1.52% | 13 |
|
2022
Q2 | $5.41M | Sell |
2,474
-156
| -6% | -$341K | 1.62% | 12 |
|
2022
Q1 | $7.35M | Sell |
2,630
-11
| -0.4% | -$30.7K | 1.76% | 11 |
|
2021
Q4 | $7.66M | Hold |
2,641
| – | – | 1.71% | 14 |
|
2021
Q3 | $7.04M | Hold |
2,641
| – | – | 1.77% | 13 |
|
2021
Q2 | $6.62M | Buy |
2,641
+4
| +0.2% | +$10K | 1.76% | 14 |
|
2021
Q1 | $5.46M | Buy |
2,637
+22
| +0.8% | +$45.5K | 1.65% | 13 |
|
2020
Q4 | $4.58M | Buy |
2,615
+81
| +3% | +$142K | 1.46% | 15 |
|
2020
Q3 | $3.72M | Buy |
2,534
+2
| +0.1% | +$2.94K | 1.36% | 17 |
|
2020
Q2 | $3.58M | Sell |
2,532
-16
| -0.6% | -$22.6K | 1.36% | 14 |
|
2020
Q1 | $2.96M | Buy |
2,548
+8
| +0.3% | +$9.3K | 1.38% | 16 |
|
2019
Q4 | $3.69M | Buy |
+2,540
| New | +$3.69M | 1.36% | 15 |
|