DWM
Diversify Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.1M | Buy |
54,552
+4,871
| +10% | +$994K | 0.69% | 27 |
|
2025
Q1 | $8.05M | Buy |
49,681
+2,523
| +5% | +$409K | 0.6% | 31 |
|
2024
Q4 | $9.11M | Buy |
47,158
+16,867
| +56% | +$3.26M | 0.71% | 26 |
|
2024
Q3 | $4.98M | Buy |
30,291
+334
| +1% | +$54.9K | 0.48% | 48 |
|
2024
Q2 | $4.81M | Buy |
+29,957
| New | +$4.81M | 0.6% | 33 |
|