CWM
CMH 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 | $20.4M | Sell |
115,785
-1,060
| -0.9% | -$187K | 4.75% | 3 |
|
|
2025
Q1 | $18.1M | Sell |
116,845
-20,707
| -15% | -$3.2M | 4.53% | 4 |
|
|
2024
Q4 | $26M | Sell |
137,552
-610
| -0.4% | -$115K | 5.96% | 4 |
|
|
2024
Q3 | $22.9M | Buy |
138,162
+107
| +0.1% | +$17.7K | 5.39% | 4 |
|
|
2024
Q2 | $25.1M | Sell |
138,055
-1,210
| -0.9% | -$220K | 6.19% | 2 |
|
|
2024
Q1 | $21M | Sell |
139,265
-31,260
| -18% | -$4.72M | 5.34% | 3 |
|
|
2023
Q4 | $23.8M | Buy |
170,525
+4,660
| +3% | +$651K | 5.77% | 3 |
|
|
2023
Q3 | $21.7M | Buy |
165,865
+1,946
| +1% | +$255K | 6.07% | 2 |
|
|
2023
Q2 | $19.6M | Buy |
163,919
+1,452
| +0.9% | +$174K | 5.28% | 4 |
|
|
2023
Q1 | $16.9M | Sell |
162,467
-11,503
| -7% | -$1.19M | 4.87% | 4 |
|
|
2022
Q4 | $15.3M | Buy |
173,970
+3,382
| +2% | +$298K | 4.93% | 3 |
|
|
2022
Q3 | $16.3M | Buy |
170,588
+162,325
| +1,964% | +$15.5M | 5.98% | 4 |
|
|
2022
Q2 | $18M | Buy |
8,263
+407
| +5% | +$887K | 6.51% | 3 |
|
|
2022
Q1 | $21.9M | Buy |
7,856
+481
| +7% | +$1.34M | 6.72% | 4 |
|
|
2021
Q4 | $21.4M | Buy |
7,375
+102
| +1% | +$296K | 6.44% | 4 |
|
|
2021
Q3 | $19.4M | Buy |
7,273
+298
| +4% | +$797K | 6.38% | 3 |
|
|
2021
Q2 | $17M | Buy |
6,975
+196
| +3% | +$479K | 5.69% | 5 |
|
|
2021
Q1 | $14M | Sell |
6,779
-89
| -1% | -$184K | 5.27% | 5 |
|
|
2020
Q4 | $12M | Sell |
6,868
-61
| -0.9% | -$107K | 4.41% | 5 |
|
|
2020
Q3 | $10.2M | Buy |
6,929
+204
| +3% | +$299K | 4.35% | 6 |
|
|
2020
Q2 | $9.54M | Buy |
6,725
+1,416
| +27% | +$2.01M | 4.55% | 6 |
|
|
2020
Q1 | $6.17M | Buy |
5,309
+467
| +10% | +$543K | 3.6% | 7 |
|
|
2019
Q4 | $6.49M | Sell |
4,842
-25
| -0.5% | -$33.5K | 3.33% | 7 |
|
|
2019
Q3 | $5.94M | Buy |
4,867
+1,125
| +30% | +$1.37M | 3.37% | 6 |
|
|
2019
Q2 | $4.05M | Buy |
3,742
+217
| +6% | +$235K | 2.38% | 12 |
|
|
2019
Q1 | $4.15M | Buy |
3,525
+137
| +4% | +$161K | 2.51% | 10 |
|
|
2018
Q4 | $3.54M | Sell |
3,388
-733
| -18% | -$766K | 2.14% | 14 |
|
|
2018
Q3 | $4.98M | Buy |
4,121
+74
| +2% | +$89.4K | 2.61% | 13 |
|
|
2018
Q2 | $4.62M | Buy |
4,047
+389
| +11% | +$444K | 2.64% | 10 |
|
|
2018
Q1 | $3.7M | Sell |
3,658
-575
| -14% | -$582K | 2.5% | 13 |
|
|
2017
Q4 | $4.54M | Buy |
4,233
+23
| +0.5% | +$24.7K | 3.01% | 9 |
|
|
2017
Q3 | $4.07M | Buy |
4,210
+492
| +13% | +$476K | 3.02% | 10 |
|
|
2017
Q2 | $3.45M | Sell |
3,718
-73
| -2% | -$67.7K | 2.75% | 12 |
|
|
2017
Q1 | $3.19M | Sell |
3,791
-11
| -0.3% | -$9.26K | 2.5% | 12 |
|
|
2016
Q4 | $3.14M | Buy |
+3,802
| New | +$3.14M | 2.75% | 8 |
|