CM Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
11,382
-88
| -0.8% | -$15.6K | 0.59% | 20 |
|
|
2025
Q1 | $1.79M | Sell |
11,470
-39
| -0.3% | -$6.09K | 0.57% | 20 |
|
|
2024
Q4 | $2.19M | Sell |
11,509
-69
| -0.6% | -$13.1K | 0.72% | 18 |
|
|
2024
Q3 | $1.94M | Buy |
11,578
+9,598
| +485% | +$1.6M | 0.63% | 18 |
|
|
2024
Q2 | $363K | Sell |
1,980
-12,673
| -86% | -$2.32M | 0.17% | 49 |
|
|
2024
Q1 | $2.53M | Buy |
14,653
+4,755
| +48% | +$823K | 0.72% | 19 |
|
|
2023
Q4 | $1.39M | Buy |
+9,898
| New | +$1.39M | 0.6% | 19 |
|
|
2023
Q3 | – | Sell |
-2,835
| Closed | -$377K | – | 111 |
|
|
2023
Q2 | $377K | Buy |
+2,835
| New | +$377K | 0.12% | 87 |
|
|
2023
Q1 | – | Sell |
-7,900
| Closed | -$701K | – | 421 |
|
|
2022
Q4 | $701K | Sell |
7,900
-1,980
| -20% | -$176K | 0.36% | 29 |
|
|
2022
Q3 | $950M | Hold |
9,880
| – | – | 0.53% | 19 |
|
|
2022
Q2 | $1.08M | Buy |
+9,880
| New | +$1.08M | 0.66% | 19 |
|