EWM
Elmwood 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 | $2.33M | Buy |
13,220
+81
| +0.6% | +$14.3K | 0.92% | 43 |
|
|
2025
Q1 | $2.03M | Sell |
13,139
-225
| -2% | -$34.8K | 0.83% | 47 |
|
|
2024
Q4 | $2.53M | Sell |
13,364
-10
| -0.1% | -$1.89K | 1.02% | 41 |
|
|
2024
Q3 | $2.22M | Sell |
13,374
-141
| -1% | -$23.4K | 0.91% | 44 |
|
|
2024
Q2 | $2.46M | Sell |
13,515
-325
| -2% | -$59.2K | 1.1% | 34 |
|
|
2024
Q1 | $2.09M | Buy |
13,840
+3,852
| +39% | +$581K | 0.89% | 38 |
|
|
2023
Q4 | $1.4M | Sell |
9,988
-4,620
| -32% | -$645K | 0.98% | 32 |
|
|
2023
Q3 | $1.91M | Buy |
14,608
+48
| +0.3% | +$6.28K | 0.92% | 36 |
|
|
2023
Q2 | $1.74M | Sell |
14,560
-3,555
| -20% | -$426K | 0.81% | 42 |
|
|
2023
Q1 | $1.88M | Sell |
18,115
-175
| -1% | -$18.2K | 0.89% | 36 |
|
|
2022
Q4 | $1.61M | Sell |
18,290
-60
| -0.3% | -$5.29K | 0.81% | 40 |
|
|
2022
Q3 | $1.76M | Buy |
18,350
+17,447
| +1,932% | +$1.67M | 0.88% | 36 |
|
|
2022
Q2 | $1.97M | Sell |
903
-20
| -2% | -$43.6K | 1.12% | 34 |
|
|
2022
Q1 | $2.57M | Buy |
923
+25
| +3% | +$69.5K | 1.32% | 25 |
|
|
2021
Q4 | $2.6M | Buy |
+898
| New | +$2.6M | 1.24% | 27 |
|
|
2021
Q2 | $2.23M | Hold |
913
| – | – | 1.17% | 28 |
|
|
2021
Q1 | $1.88M | Buy |
+913
| New | +$1.88M | 1.15% | 27 |
|
|
2020
Q3 | $1.3M | Hold |
913
| – | – | 1.05% | 30 |
|
|
2020
Q2 | $1.3M | Buy |
+913
| New | +$1.3M | 1.05% | 30 |
|
|
2020
Q1 | – | Sell |
-970
| Closed | -$1.3M | – | 306 |
|
|
2019
Q4 | $1.3M | Buy |
+970
| New | +$1.3M | 1.13% | 27 |
|