CWS
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Cypress Wealth Services’s Alphabet (Google) Class C GOOG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.64M Buy
20,497
+4,512
+28% +$800K 0.65% 34
2025
Q1
$2.5M Sell
15,985
-479
-3% -$74.8K 0.51% 45
2024
Q4
$3.14M Sell
16,464
-121
-0.7% -$23K 0.63% 35
2024
Q3
$2.77M Buy
16,585
+284
+2% +$47.5K 0.57% 39
2024
Q2
$2.99M Sell
16,301
-101
-0.6% -$18.5K 0.67% 34
2024
Q1
$2.5M Buy
16,402
+586
+4% +$89.2K 0.58% 41
2023
Q4
$2.23M Sell
15,816
-139
-0.9% -$19.6K 0.56% 42
2023
Q3
$2.1M Sell
15,955
-277
-2% -$36.5K 0.58% 41
2023
Q2
$2.03M Buy
16,232
+925
+6% +$116K 0.53% 40
2023
Q1
$1.59M Buy
15,307
+740
+5% +$77K 0.47% 48
2022
Q4
$1.29M Buy
14,567
+980
+7% +$87K 0.42% 61
2022
Q3
$1.35M Buy
13,587
+12,792
+1,609% +$1.27M 0.46% 54
2022
Q2
$1.74M Buy
795
+46
+6% +$101K 0.55% 46
2022
Q1
$2.09M Sell
749
-45
-6% -$126K 0.57% 44
2021
Q4
$2.3M Buy
794
+2
+0.3% +$5.79K 0.63% 45
2021
Q3
$2.11M Sell
792
-12
-1% -$32K 0.63% 43
2021
Q2
$2.02M Sell
804
-42
-5% -$105K 0.55% 46
2021
Q1
$1.75M Sell
846
-7
-0.8% -$14.5K 0.37% 61
2020
Q4
$1.49M Buy
+853
New +$1.49M 0.33% 62
2020
Q3
Sell
-874
Closed -$1.24M 89
2020
Q2
$1.24M Buy
874
+49
+6% +$69.2K 0.29% 80
2020
Q1
$959K Buy
825
+48
+6% +$55.8K 0.28% 92
2019
Q4
$1.04M Sell
777
-132
-15% -$177K 0.26% 98
2019
Q3
$1.11M Buy
909
+26
+3% +$31.7K 0.3% 94
2019
Q2
$954K Sell
883
-11
-1% -$11.9K 0.28% 98
2019
Q1
$1.05M Buy
894
+105
+13% +$123K 0.33% 87
2018
Q4
$817K Buy
789
+22
+3% +$22.8K 0.32% 83
2018
Q3
$915K Buy
767
+14
+2% +$16.7K 0.33% 87
2018
Q2
$840K Buy
753
+56
+8% +$62.5K 0.32% 88
2018
Q1
$719K Sell
697
-30
-4% -$30.9K 0.31% 86
2017
Q4
$761K Buy
+727
New +$761K 0.32% 86