CWM
Core 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 | $748K | Buy |
4,246
+39
| +0.9% | +$6.87K | 0.26% | 13 |
|
|
2025
Q1 | $651K | Sell |
4,207
-134
| -3% | -$20.7K | 0.25% | 16 |
|
|
2024
Q4 | $822K | Sell |
4,341
-155
| -3% | -$29.3K | 0.32% | 11 |
|
|
2024
Q3 | $819K | Hold |
4,496
| – | – | 0.33% | 11 |
|
|
2024
Q2 | $819K | Buy |
4,496
+265
| +6% | +$48.3K | 0.33% | 11 |
|
|
2024
Q1 | $639K | Buy |
4,231
+160
| +4% | +$24.1K | 0.28% | 12 |
|
|
2023
Q4 | $569K | Hold |
4,071
| – | – | 0.27% | 13 |
|
|
2023
Q3 | $533K | Sell |
4,071
-2,795
| -41% | -$366K | 0.28% | 10 |
|
|
2023
Q2 | $822K | Buy |
+6,866
| New | +$822K | 0.42% | 10 |
|