EWM
Evermay 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 | $1.25M | Buy |
7,068
+200
| +3% | +$35.5K | 0.15% | 65 |
|
|
2025
Q1 | $1.07M | Hold |
6,868
| – | – | 0.14% | 71 |
|
|
2024
Q4 | $1.31M | Hold |
6,868
| – | – | 0.2% | 59 |
|
|
2024
Q3 | $1.15M | Sell |
6,868
-2
| -0% | -$334 | 0.18% | 73 |
|
|
2024
Q2 | $1.26M | Sell |
6,870
-100
| -1% | -$18.3K | 0.2% | 66 |
|
|
2024
Q1 | $1.06M | Buy |
6,970
+115
| +2% | +$17.5K | 0.16% | 77 |
|
|
2023
Q4 | $966K | Buy |
6,855
+225
| +3% | +$31.7K | 0.18% | 64 |
|
|
2023
Q3 | $874K | Sell |
6,630
-200
| -3% | -$26.4K | 0.18% | 65 |
|
|
2023
Q2 | $826K | Sell |
6,830
-405
| -6% | -$49K | 0.16% | 66 |
|
|
2023
Q1 | $752K | Sell |
7,235
-500
| -6% | -$52K | 0.15% | 75 |
|
|
2022
Q4 | $686K | Sell |
7,735
-65
| -0.8% | -$5.77K | 0.14% | 74 |
|
|
2022
Q3 | $750K | Buy |
7,800
+7,420
| +1,953% | +$713K | 0.15% | 69 |
|
|
2022
Q2 | $831K | Hold |
380
| – | – | 0.16% | 60 |
|
|
2022
Q1 | $1.06M | Sell |
380
-2
| -0.5% | -$5.58K | 0.18% | 59 |
|
|
2021
Q4 | $1.11M | Sell |
382
-15
| -4% | -$43.4K | 0.2% | 46 |
|
|
2021
Q3 | $1.06M | Sell |
397
-163
| -29% | -$434K | 0.2% | 42 |
|
|
2021
Q2 | $1.4M | Sell |
560
-17
| -3% | -$42.6K | 0.26% | 34 |
|
|
2021
Q1 | $1.19M | Buy |
577
+56
| +11% | +$116K | 0.24% | 42 |
|
|
2020
Q4 | $913K | Sell |
521
-38
| -7% | -$66.6K | 0.2% | 51 |
|
|
2020
Q3 | $822K | Sell |
559
-4
| -0.7% | -$5.88K | 0.2% | 52 |
|
|
2020
Q2 | $796K | Sell |
563
-16
| -3% | -$22.6K | 0.21% | 50 |
|
|
2020
Q1 | $673K | Buy |
579
+148
| +34% | +$172K | 0.2% | 54 |
|
|
2019
Q4 | $576K | Sell |
431
-22
| -5% | -$29.4K | 0.14% | 78 |
|
|
2019
Q3 | $552K | Buy |
453
+50
| +12% | +$60.9K | 0.15% | 70 |
|
|
2019
Q2 | $436K | Sell |
403
-25
| -6% | -$27K | 0.12% | 84 |
|
|
2019
Q1 | $502K | Buy |
428
+20
| +5% | +$23.5K | 0.14% | 71 |
|
|
2018
Q4 | $423K | Sell |
408
-15
| -4% | -$15.6K | 0.14% | 75 |
|
|
2018
Q3 | $505K | Sell |
423
-55
| -12% | -$65.7K | 0.16% | 69 |
|
|
2018
Q2 | $533K | Buy |
478
+44
| +10% | +$49.1K | 0.18% | 62 |
|
|
2018
Q1 | $448K | Buy |
434
+127
| +41% | +$131K | 0.15% | 75 |
|
|
2017
Q4 | $321K | Buy |
307
+5
| +2% | +$5.23K | 0.12% | 95 |
|
|
2017
Q3 | $290K | Buy |
302
+15
| +5% | +$14.4K | 0.13% | 71 |
|
|
2017
Q2 | $261K | Sell |
287
-16
| -5% | -$14.6K | 0.12% | 77 |
|
|
2017
Q1 | $251K | Hold |
303
| – | – | 0.11% | 81 |
|
|
2016
Q4 | $234K | Hold |
303
| – | – | 0.11% | 67 |
|
|
2016
Q3 | $236K | Sell |
303
-10
| -3% | -$7.79K | 0.12% | 67 |
|
|
2016
Q2 | $217K | Buy |
313
+7
| +2% | +$4.85K | 0.11% | 69 |
|
|
2016
Q1 | $228K | Buy |
+306
| New | +$228K | 0.13% | 69 |
|
|
2015
Q4 | – | Sell |
-456
| Closed | -$291K | – | 81 |
|
|
2015
Q3 | $291K | Hold |
456
| – | – | 0.17% | 60 |
|
|
2015
Q2 | $246K | Sell |
456
-10
| -2% | -$5.4K | 0.15% | 71 |
|
|
2015
Q1 | $258K | Buy |
+466
| New | +$258K | 0.15% | 69 |
|
|
2014
Q4 | – | Sell |
-1,304
| Closed | -$767K | – | 86 |
|
|
2014
Q3 | $767K | Buy |
1,304
+760
| +140% | +$447K | 0.66% | 20 |
|
|
2014
Q2 | $318K | Hold |
544
| – | – | 0.28% | 58 |
|
|
2014
Q1 | $606K | Buy |
+544
| New | +$606K | 0.65% | 23 |
|