CWP
Core Wealth Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.87M | Buy |
16,312
+3,526
| +28% | +$621K | 1.46% | 15 |
|
2025
Q1 | $1.98M | Buy |
12,786
+233
| +2% | +$36K | 1.15% | 21 |
|
2024
Q4 | $2.38M | Buy |
12,553
+799
| +7% | +$151K | 1.36% | 16 |
|
2024
Q3 | $1.95M | Buy |
11,754
+1,106
| +10% | +$183K | 1.18% | 20 |
|
2024
Q2 | $1.94M | Buy |
10,648
+1,397
| +15% | +$255K | 1.33% | 17 |
|
2024
Q1 | $1.4M | Buy |
9,251
+451
| +5% | +$68.1K | 1.06% | 19 |
|
2023
Q4 | $1.23M | Buy |
8,800
+250
| +3% | +$34.9K | 1.01% | 18 |
|
2023
Q3 | $1.12M | Buy |
8,550
+880
| +11% | +$115K | 1.02% | 19 |
|
2023
Q2 | $918K | Sell |
7,670
-25
| -0.3% | -$2.99K | 0.85% | 28 |
|
2023
Q1 | $798K | Buy |
7,695
+2,634
| +52% | +$273K | 0.8% | 29 |
|
2022
Q4 | $579K | Buy |
+5,061
| New | +$579K | 0.65% | 42 |
|