CWP
CFM Wealth Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
134,409
+1,735
| +1% | +$306K | 3.77% | 5 |
|
|
2025
Q1 | $20.5M | Buy |
132,674
+1,076
| +0.8% | +$166K | 3.62% | 3 |
|
|
2024
Q4 | $24.9M | Buy |
131,598
+394
| +0.3% | +$74.6K | 4.2% | 3 |
|
|
2024
Q3 | $21.8M | Buy |
131,204
+3,084
| +2% | +$511K | 3.8% | 3 |
|
|
2024
Q2 | $23.3M | Buy |
128,120
+1,193
| +0.9% | +$217K | 4.29% | 3 |
|
|
2024
Q1 | $19.2M | Buy |
126,927
+2,169
| +2% | +$327K | 3.84% | 4 |
|
|
2023
Q4 | $17.4M | Buy |
124,758
+2,438
| +2% | +$341K | 3.94% | 4 |
|
|
2023
Q3 | $16M | Buy |
122,320
+7,317
| +6% | +$958K | 4.19% | 4 |
|
|
2023
Q2 | $13.8M | Sell |
115,003
-231
| -0.2% | -$27.7K | 3.34% | 5 |
|
|
2023
Q1 | $12M | Buy |
115,234
+340
| +0.3% | +$35.3K | 3.22% | 5 |
|
|
2022
Q4 | $10.1M | Sell |
114,894
-1,076
| -0.9% | -$94.9K | 3.03% | 5 |
|
|
2022
Q3 | $11.1M | Buy |
115,970
+110,193
| +1,907% | +$10.5M | 3.54% | 5 |
|
|
2022
Q2 | $12.6M | Sell |
5,777
-87
| -1% | -$190K | 3.78% | 4 |
|
|
2022
Q1 | $16.3M | Sell |
5,864
-6
| -0.1% | -$16.7K | 3.9% | 3 |
|
|
2021
Q4 | $17M | Buy |
5,870
+278
| +5% | +$806K | 3.8% | 4 |
|
|
2021
Q3 | $15M | Buy |
5,592
+157
| +3% | +$420K | 3.76% | 3 |
|
|
2021
Q2 | $13.3M | Buy |
5,435
+4
| +0.1% | +$9.77K | 3.52% | 3 |
|
|
2021
Q1 | $11.2M | Buy |
5,431
+90
| +2% | +$186K | 3.38% | 4 |
|
|
2020
Q4 | $9.36M | Sell |
5,341
-9
| -0.2% | -$15.8K | 2.99% | 5 |
|
|
2020
Q3 | $7.84M | Buy |
5,350
+177
| +3% | +$259K | 2.86% | 8 |
|
|
2020
Q2 | $7.34M | Sell |
5,173
-19
| -0.4% | -$26.9K | 2.79% | 7 |
|
|
2020
Q1 | $6.03M | Buy |
5,192
+140
| +3% | +$163K | 2.8% | 7 |
|
|
2019
Q4 | $7.33M | Buy |
+5,052
| New | +$7.33M | 2.7% | 7 |
|