CWM
Curi Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,844
| Closed | -$1.51M | – | 54 |
|
|
2023
Q4 | $1.51M | Sell |
10,844
-86
| -0.8% | -$12K | 0.21% | 53 |
|
|
2023
Q3 | $1.43M | Sell |
10,930
-1,142
| -9% | -$149K | 0.22% | 52 |
|
|
2023
Q2 | $1.45M | Sell |
12,072
-100
| -0.8% | -$12K | 0.2% | 54 |
|
|
2023
Q1 | $1.26M | Buy |
12,172
+687
| +6% | +$71.3K | 0.18% | 59 |
|
|
2022
Q4 | $1.01M | Sell |
11,485
-1,407
| -11% | -$124K | 0.14% | 77 |
|
|
2022
Q3 | $1.23M | Buy |
12,892
+12,498
| +3,172% | +$1.2M | 0.2% | 60 |
|
|
2022
Q2 | $859K | Sell |
394
-180
| -31% | -$392K | 0.17% | 51 |
|
|
2022
Q1 | $1.6M | Buy |
574
+287
| +100% | +$798K | 0.28% | 49 |
|
|
2021
Q4 | $831K | Hold |
287
| – | – | 0.14% | 59 |
|
|
2021
Q3 | $767K | Buy |
287
+4
| +1% | +$10.7K | 0.35% | 35 |
|
|
2021
Q2 | $691K | Buy |
283
+12
| +4% | +$29.3K | 0.35% | 36 |
|
|
2021
Q1 | $558K | Buy |
271
+24
| +10% | +$49.4K | 0.35% | 38 |
|
|
2020
Q4 | $432K | Buy |
+247
| New | +$432K | 0.31% | 38 |
|