DWM
Defined Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
2,820
+82
| +3% | +$14.5K | 0.31% | 77 |
|
|
2025
Q1 | $423K | Sell |
2,738
-337
| -11% | -$52.1K | 0.28% | 81 |
|
|
2024
Q4 | $582K | Buy |
3,075
+180
| +6% | +$34.1K | 0.39% | 57 |
|
|
2024
Q3 | $480K | Buy |
2,895
+183
| +7% | +$30.4K | 0.31% | 70 |
|
|
2024
Q2 | $494K | Buy |
2,712
+145
| +6% | +$26.4K | 0.34% | 67 |
|
|
2024
Q1 | $387K | Buy |
2,567
+36
| +1% | +$5.43K | 0.28% | 81 |
|
|
2023
Q4 | $354K | Buy |
2,531
+71
| +3% | +$9.92K | 0.27% | 87 |
|
|
2023
Q3 | $322K | Buy |
2,460
+211
| +9% | +$27.6K | 0.27% | 81 |
|
|
2023
Q2 | $269K | Buy |
2,249
+24
| +1% | +$2.87K | 0.23% | 89 |
|
|
2023
Q1 | $231K | Sell |
2,225
-125
| -5% | -$13K | 0.22% | 94 |
|
|
2022
Q4 | $207K | Buy |
+2,350
| New | +$207K | 0.19% | 99 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$12K | – | 137 |
|
|
2020
Q4 | $12K | Buy |
+7
| New | +$12K | 0.01% | 174 |
|