CWM
Congress 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 | $59.6M | Buy |
336,042
+86,431
| +35% | +$15.3M | 0.58% | 28 |
|
|
2025
Q1 | $39.4M | Buy |
249,611
+77,936
| +45% | +$12.3M | 0.47% | 46 |
|
|
2024
Q4 | $32.7M | Sell |
171,675
-68,154
| -28% | -$13M | 0.45% | 49 |
|
|
2024
Q3 | $40.1M | Buy |
239,829
+76,960
| +47% | +$12.9M | 0.53% | 40 |
|
|
2024
Q2 | $29.9M | Buy |
162,869
+108,937
| +202% | +$20M | 0.47% | 43 |
|
|
2024
Q1 | $8.21M | Sell |
53,932
-37,194
| -41% | -$5.66M | 0.14% | 184 |
|
|
2023
Q4 | $12.8M | Buy |
91,126
+42,402
| +87% | +$5.98M | 0.24% | 126 |
|
|
2023
Q3 | $6.42M | Buy |
48,724
+5,962
| +14% | +$786K | 0.13% | 185 |
|
|
2023
Q2 | $5.17M | Sell |
42,762
-944
| -2% | -$114K | 0.12% | 186 |
|
|
2023
Q1 | $4.55M | Sell |
43,706
-391
| -0.9% | -$40.7K | 0.11% | 198 |
|
|
2022
Q4 | $3.91M | Sell |
44,097
-32,873
| -43% | -$2.92M | 0.1% | 200 |
|
|
2022
Q3 | $7.4M | Buy |
76,970
+73,802
| +2,330% | +$7.1M | 0.2% | 153 |
|
|
2022
Q2 | $6.93M | Sell |
3,168
-163
| -5% | -$357K | 0.18% | 161 |
|
|
2022
Q1 | $9.3M | Sell |
3,331
-845
| -20% | -$2.36M | 0.2% | 151 |
|
|
2021
Q4 | $12.1M | Buy |
+4,176
| New | +$12.1M | 0.24% | 118 |
|