CM Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
11,625
-1,993
| -15% | -$351K | 0.6% | 19 |
|
|
2025
Q1 | $2.11M | Hold |
13,618
| – | – | 0.67% | 18 |
|
|
2024
Q4 | $2.58M | Hold |
13,618
| – | – | 0.84% | 16 |
|
|
2024
Q3 | $2.26M | Buy |
13,618
+11,325
| +494% | +$1.88M | 0.73% | 16 |
|
|
2024
Q2 | $418K | Sell |
2,293
-16,873
| -88% | -$3.07M | 0.2% | 46 |
|
|
2024
Q1 | $3.28M | Buy |
19,166
+9,394
| +96% | +$1.61M | 0.94% | 15 |
|
|
2023
Q4 | $1.37M | Sell |
9,772
-9,880
| -50% | -$1.38M | 0.59% | 20 |
|
|
2023
Q3 | $2.64M | Buy |
19,652
+11,963
| +156% | +$1.61M | 1.02% | 14 |
|
|
2023
Q2 | $1.02M | Buy |
+7,689
| New | +$1.02M | 0.33% | 31 |
|
|
2023
Q1 | – | Sell |
-9,460
| Closed | -$835K | – | 422 |
|
|
2022
Q4 | $835K | Sell |
9,460
-300
| -3% | -$26.5K | 0.43% | 21 |
|
|
2022
Q3 | $934M | Hold |
9,760
| – | – | 0.52% | 20 |
|
|
2022
Q2 | $1.06M | Buy |
+9,760
| New | +$1.06M | 0.65% | 20 |
|