CWA
Core Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,170
| Closed | -$221K | – | 71 |
|
|
2024
Q4 | $221K | Buy |
+1,170
| New | +$221K | 0.07% | 58 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$75.5K | – | 122 |
|
|
2024
Q1 | $75.5K | Hold |
500
| – | – | 0.03% | 84 |
|
|
2023
Q4 | $69.8K | Buy |
+500
| New | +$69.8K | 0.03% | 79 |
|
|
2023
Q1 | – | Sell |
-60
| Closed | -$5.29K | – | 266 |
|
|
2022
Q4 | $5.29K | Hold |
60
| – | – | ﹤0.01% | 207 |
|
|
2022
Q3 | $6K | Buy |
60
+57
| +1,900% | – | ﹤0.01% | 163 |
|
|
2022
Q2 | $7K | Sell |
3
-343
| -99% | -$800K | ﹤0.01% | 160 |
|
|
2022
Q1 | $962K | Sell |
346
-62
| -15% | -$172K | 0.54% | 23 |
|
|
2021
Q4 | $1.18M | Buy |
408
+3
| +0.7% | +$8.69K | 0.71% | 14 |
|
|
2021
Q3 | $1.08M | Buy |
405
+395
| +3,950% | +$1.06M | 0.72% | 17 |
|
|
2021
Q2 | $24K | Hold |
10
| – | – | 0.02% | 93 |
|
|
2021
Q1 | $21K | Hold |
10
| – | – | 0.02% | 93 |
|
|
2020
Q4 | $18K | Sell |
10
-4
| -29% | -$7.2K | 0.02% | 97 |
|
|
2020
Q3 | $21K | Buy |
+14
| New | +$21K | 0.02% | 75 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$3K | – | 142 |
|
|
2020
Q1 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 118 |
|