CWP
Concord Wealth Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
31,236
+124
| +0.4% | +$21.9K | 0.8% | 28 |
|
|
2025
Q1 | $4.81M | Sell |
31,112
-1,503
| -5% | -$232K | 0.79% | 29 |
|
|
2024
Q4 | $6.17M | Sell |
32,615
-4,238
| -11% | -$802K | 1.01% | 23 |
|
|
2024
Q3 | $6.11M | Buy |
36,853
+6,664
| +22% | +$1.11M | 1.02% | 25 |
|
|
2024
Q2 | $5.5M | Sell |
30,189
-1,528
| -5% | -$278K | 0.97% | 26 |
|
|
2024
Q1 | $4.79M | Buy |
31,717
+12,799
| +68% | +$1.93M | 0.86% | 29 |
|
|
2023
Q4 | $2.64M | Buy |
18,918
+5,069
| +37% | +$708K | 0.53% | 44 |
|
|
2023
Q3 | $1.81M | Buy |
13,849
+2,624
| +23% | +$343K | 0.39% | 45 |
|
|
2023
Q2 | $1.34M | Buy |
11,225
+1,605
| +17% | +$192K | 0.29% | 59 |
|
|
2023
Q1 | $998K | Buy |
9,620
+1,810
| +23% | +$188K | 0.28% | 48 |
|
|
2022
Q4 | $689K | Sell |
7,810
-536
| -6% | -$47.3K | 0.21% | 63 |
|
|
2022
Q3 | $798K | Buy |
8,346
+7,936
| +1,936% | +$759K | 0.25% | 63 |
|
|
2022
Q2 | $893K | Sell |
410
-26
| -6% | -$56.6K | 0.25% | 60 |
|
|
2022
Q1 | $1.21M | Buy |
436
+9
| +2% | +$25K | 0.31% | 41 |
|
|
2021
Q4 | $1.24M | Buy |
427
+86
| +25% | +$249K | 0.3% | 41 |
|
|
2021
Q3 | $912K | Sell |
341
-78
| -19% | -$209K | 0.37% | 21 |
|
|
2021
Q2 | $1.02M | Buy |
419
+4
| +1% | +$9.77K | 0.29% | 31 |
|
|
2021
Q1 | $856K | Buy |
415
+70
| +20% | +$144K | 0.29% | 30 |
|
|
2020
Q4 | $605K | Buy |
+345
| New | +$605K | 0.47% | 27 |
|