DWM
Diversify 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 | $5.86M | Sell |
28,827
-261
| -0.9% | -$53.1K | 0.36% | 70 |
|
|
2025
Q1 | $4.66M | Sell |
29,088
-783
| -3% | -$125K | 0.35% | 71 |
|
|
2024
Q4 | $5.74M | Buy |
29,871
+11,679
| +64% | +$2.24M | 0.45% | 54 |
|
|
2024
Q3 | $2.96M | Buy |
18,192
+5,306
| +41% | +$864K | 0.29% | 91 |
|
|
2024
Q2 | $2.05M | Buy |
+12,886
| New | +$2.05M | 0.26% | 94 |
|