CWP
Cyndeo 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 | $16.7M | Buy |
95,040
+1,106
| +1% | +$195K | 0.99% | 23 |
|
|
2025
Q1 | $14.5M | Sell |
93,934
-11,590
| -11% | -$1.79M | 0.95% | 25 |
|
|
2024
Q4 | $20M | Sell |
105,524
-425
| -0.4% | -$80.5K | 1.35% | 10 |
|
|
2024
Q3 | $17.6M | Buy |
105,949
+16,758
| +19% | +$2.78M | 1.23% | 11 |
|
|
2024
Q2 | $16.2M | Buy |
89,191
+3,144
| +4% | +$573K | 1.27% | 11 |
|
|
2024
Q1 | $13M | Sell |
86,047
-3,499
| -4% | -$528K | 1.08% | 16 |
|
|
2023
Q4 | $12.5M | Buy |
89,546
+20,928
| +30% | +$2.92M | 1.16% | 16 |
|
|
2023
Q3 | $8.98M | Buy |
68,618
+3,419
| +5% | +$447K | 0.94% | 24 |
|
|
2023
Q2 | $7.8M | Sell |
65,199
-8,947
| -12% | -$1.07M | 0.82% | 28 |
|
|
2023
Q1 | $7.69M | Buy |
74,146
+4,523
| +6% | +$469K | 0.83% | 25 |
|
|
2022
Q4 | $6.14M | Buy |
+69,623
| New | +$6.14M | 0.72% | 39 |
|