CWA
Consilio Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
3,224
-579
| -15% | -$103K | 0.21% | 40 |
|
|
2025
Q1 | $594K | Sell |
3,803
-41
| -1% | -$6.41K | 0.25% | 36 |
|
|
2024
Q4 | $732K | Buy |
3,844
+1
| +0% | +$190 | 0.3% | 33 |
|
|
2024
Q3 | $643K | Sell |
3,843
-64
| -2% | -$10.7K | 0.27% | 35 |
|
|
2024
Q2 | $719K | Buy |
3,907
+93
| +2% | +$17.1K | 0.32% | 31 |
|
|
2024
Q1 | $581K | Buy |
3,814
+60
| +2% | +$9.14K | 0.27% | 34 |
|
|
2023
Q4 | $529K | Buy |
3,754
+1,706
| +83% | +$240K | 0.27% | 34 |
|
|
2023
Q3 | $273K | Sell |
2,048
-9
| -0.4% | -$1.2K | 0.16% | 42 |
|
|
2023
Q2 | $249K | Buy |
+2,057
| New | +$249K | 0.14% | 41 |
|