CWP
Curated 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 | $2.43M | Buy |
13,765
+231
| +2% | +$40.7K | 0.28% | 22 |
|
|
2025
Q1 | $2.09M | Buy |
13,534
+1,229
| +10% | +$190K | 0.27% | 24 |
|
|
2024
Q4 | $2.33M | Buy |
12,305
+82
| +0.7% | +$15.5K | 0.27% | 20 |
|
|
2024
Q3 | $2.03M | Sell |
12,223
-1,365
| -10% | -$226K | 0.26% | 23 |
|
|
2024
Q2 | $2.48M | Buy |
+13,588
| New | +$2.48M | 0.35% | 19 |
|
|
2024
Q1 | – | Sell |
-13,939
| Closed | -$1.95M | – | 60 |
|
|
2023
Q4 | $1.95M | Sell |
13,939
-2,980
| -18% | -$416K | 0.32% | 21 |
|
|
2023
Q3 | $2.21M | Buy |
16,919
+2,488
| +17% | +$326K | 0.4% | 17 |
|
|
2023
Q2 | $1.73M | Sell |
14,431
-694
| -5% | -$83.1K | 0.34% | 21 |
|
|
2023
Q1 | $1.57M | Sell |
15,125
-5,669
| -27% | -$588K | 0.35% | 20 |
|
|
2022
Q4 | $1.83M | Buy |
20,794
+2,471
| +13% | +$218K | 0.45% | 17 |
|
|
2022
Q3 | $1.76M | Buy |
18,323
+17,480
| +2,074% | +$1.67M | 0.52% | 15 |
|
|
2022
Q2 | $1.84M | Buy |
843
+354
| +72% | +$772K | 0.54% | 15 |
|
|
2022
Q1 | $1.42M | Hold |
489
| – | – | 0.48% | 21 |
|
|
2021
Q4 | $1.42M | Sell |
489
-6
| -1% | -$17.4K | 0.46% | 22 |
|
|
2021
Q3 | $1.32M | Sell |
495
-27
| -5% | -$72.2K | 0.74% | 23 |
|
|
2021
Q2 | $1.28M | Sell |
522
-11
| -2% | -$26.9K | 0.69% | 25 |
|
|
2021
Q1 | $1.1M | Buy |
533
+22
| +4% | +$45.4K | 0.68% | 28 |
|
|
2020
Q4 | $896K | Buy |
+511
| New | +$896K | 0.58% | 30 |
|