CWM
Collaborative Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
1,251
-255
| -17% | -$45.2K | 0.1% | 164 |
|
|
2025
Q1 | $235K | Buy |
1,506
+12
| +0.8% | +$1.87K | 0.11% | 148 |
|
|
2024
Q4 | $285K | Buy |
1,494
+206
| +16% | +$39.2K | 0.13% | 134 |
|
|
2024
Q3 | $215K | Hold |
1,288
| – | – | 0.1% | 162 |
|
|
2024
Q2 | $236K | Buy |
+1,288
| New | +$236K | 0.12% | 145 |
|
|
2021
Q4 | $388K | Buy |
+134
| New | +$388K | 0.21% | 135 |
|