CTWM
Cherry Tree Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
2,978
+14
| +0.5% | +$2.48K | 0.12% | 85 |
|
|
2025
Q1 | $463K | Sell |
2,964
-53
| -2% | -$8.28K | 0.11% | 96 |
|
|
2024
Q4 | $575K | Buy |
3,017
+150
| +5% | +$28.6K | 0.14% | 84 |
|
|
2024
Q3 | $479K | Buy |
2,867
+137
| +5% | +$22.9K | 0.11% | 99 |
|
|
2024
Q2 | $501K | Buy |
2,730
+281
| +11% | +$51.5K | 0.13% | 87 |
|
|
2024
Q1 | $373K | Buy |
2,449
+1,335
| +120% | +$203K | 0.09% | 109 |
|
|
2023
Q4 | $157K | Hold |
1,114
| – | – | 0.04% | 164 |
|
|
2023
Q3 | $147K | Sell |
1,114
-10
| -0.9% | -$1.32K | 0.04% | 158 |
|
|
2023
Q2 | $136K | Buy |
+1,124
| New | +$136K | 0.04% | 165 |
|