CWM
Congress 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 | $74.9M | Buy |
425,231
+65,432
| +18% | +$11.5M | 0.73% | 18 |
|
|
2025
Q1 | $55.9M | Buy |
359,799
+65,531
| +22% | +$10.2M | 0.67% | 27 |
|
|
2024
Q4 | $55.7M | Buy |
294,268
+84,950
| +41% | +$16.1M | 0.77% | 21 |
|
|
2024
Q3 | $34.7M | Buy |
209,318
+23,461
| +13% | +$3.89M | 0.46% | 48 |
|
|
2024
Q2 | $33.9M | Buy |
185,857
+5,884
| +3% | +$1.07M | 0.54% | 35 |
|
|
2024
Q1 | $27.2M | Sell |
179,973
-36,120
| -17% | -$5.45M | 0.47% | 48 |
|
|
2023
Q4 | $30.2M | Buy |
216,093
+44,203
| +26% | +$6.17M | 0.55% | 38 |
|
|
2023
Q3 | $22.5M | Buy |
171,890
+5,864
| +4% | +$767K | 0.46% | 47 |
|
|
2023
Q2 | $19.9M | Buy |
166,026
+827
| +0.5% | +$99K | 0.46% | 45 |
|
|
2023
Q1 | $17.1M | Buy |
165,199
+897
| +0.5% | +$93K | 0.41% | 52 |
|
|
2022
Q4 | $14.5M | Sell |
164,302
-36,528
| -18% | -$3.22M | 0.37% | 59 |
|
|
2022
Q3 | $19.2M | Buy |
200,830
+191,753
| +2,113% | +$18.3M | 0.52% | 38 |
|
|
2022
Q2 | $19.8M | Sell |
9,077
-56
| -0.6% | -$122K | 0.51% | 40 |
|
|
2022
Q1 | $25.4M | Sell |
9,133
-400
| -4% | -$1.11M | 0.56% | 37 |
|
|
2021
Q4 | $27.6M | Buy |
+9,533
| New | +$27.6M | 0.55% | 42 |
|