EWM
Evergreen 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 | $6.58M | Buy |
37,334
+8,137
| +28% | +$1.43M | 3.69% | 10 |
|
|
2025
Q1 | $4.52M | Sell |
29,197
-1,255
| -4% | -$194K | 2.7% | 14 |
|
|
2024
Q4 | $5.76M | Buy |
30,452
+2,038
| +7% | +$386K | 3.41% | 10 |
|
|
2024
Q3 | $4.71M | Sell |
28,414
-1,021
| -3% | -$169K | 2.84% | 11 |
|
|
2024
Q2 | $5.36M | Hold |
29,435
| – | – | 3.55% | 8 |
|
|
2024
Q1 | $4.44M | Hold |
29,435
| – | – | 3.01% | 10 |
|
|
2023
Q4 | $4.11M | Buy |
29,435
+668
| +2% | +$93.3K | 3.02% | 11 |
|
|
2023
Q3 | $3.76M | Buy |
28,767
+360
| +1% | +$47.1K | 2.98% | 10 |
|
|
2023
Q2 | $3.4M | Sell |
28,407
-1,240
| -4% | -$148K | 2.66% | 11 |
|
|
2023
Q1 | $3.08M | Buy |
29,647
+759
| +3% | +$78.7K | 2.73% | 11 |
|
|
2022
Q4 | $2.55M | Buy |
+28,888
| New | +$2.55M | 2.35% | 14 |
|