CWA
CJM Wealth Advisers’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Hold |
4,434
| – | – | 0.26% | 33 |
|
|
2025
Q1 | $686K | Sell |
4,434
-340
| -7% | -$52.6K | 0.24% | 33 |
|
|
2024
Q4 | $904K | Buy |
4,774
+140
| +3% | +$26.5K | 0.3% | 28 |
|
|
2024
Q3 | $769K | Buy |
4,634
+580
| +14% | +$96.2K | 0.26% | 30 |
|
|
2024
Q2 | $742K | Sell |
4,054
-280
| -6% | -$51.2K | 0.27% | 30 |
|
|
2024
Q1 | $654K | Buy |
4,334
+124
| +3% | +$18.7K | 0.25% | 32 |
|
|
2023
Q4 | $588K | Buy |
4,210
+16
| +0.4% | +$2.24K | 0.26% | 34 |
|
|
2023
Q3 | $549K | Buy |
4,194
+380
| +10% | +$49.7K | 0.27% | 35 |
|
|
2023
Q2 | $457K | Hold |
3,814
| – | – | 0.23% | 36 |
|
|
2023
Q1 | $396K | Hold |
3,814
| – | – | 0.23% | 35 |
|
|
2022
Q4 | $337K | Hold |
3,814
| – | – | 0.21% | 38 |
|
|
2022
Q3 | $365K | Buy |
3,814
+3,610
| +1,770% | +$345K | 0.26% | 35 |
|
|
2022
Q2 | $445K | Hold |
204
| – | – | 0.31% | 31 |
|
|
2022
Q1 | $567K | Hold |
204
| – | – | 0.39% | 29 |
|
|
2021
Q4 | $591K | Buy |
+204
| New | +$591K | 0.42% | 29 |
|