CTWM
Cherry Tree 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 | $286K | Sell |
1,622
-135
| -8% | -$23.8K | 0.07% | 134 |
|
|
2025
Q1 | $272K | Buy |
1,757
+123
| +8% | +$19K | 0.07% | 134 |
|
|
2024
Q4 | $309K | Buy |
1,634
+18
| +1% | +$3.41K | 0.08% | 125 |
|
|
2024
Q3 | $268K | Hold |
1,616
| – | – | 0.06% | 145 |
|
|
2024
Q2 | $294K | Sell |
1,616
-2
| -0.1% | -$364 | 0.07% | 135 |
|
|
2024
Q1 | $244K | Sell |
1,618
-6
| -0.4% | -$906 | 0.06% | 150 |
|
|
2023
Q4 | $227K | Sell |
1,624
-108
| -6% | -$15.1K | 0.06% | 143 |
|
|
2023
Q3 | $227K | Sell |
1,732
-70
| -4% | -$9.16K | 0.07% | 132 |
|
|
2023
Q2 | $216K | Buy |
+1,802
| New | +$216K | 0.06% | 134 |
|