FWM
ForthRight 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 | $750K | Sell |
4,229
-395
| -9% | -$70.1K | 0.23% | 37 |
|
2025
Q1 | $722K | Sell |
4,624
-135
| -3% | -$21.1K | 0.24% | 35 |
|
2024
Q4 | $906K | Hold |
4,759
| – | – | 0.3% | 34 |
|
2024
Q3 | $796K | Buy |
4,759
+65
| +1% | +$10.9K | 0.26% | 35 |
|
2024
Q2 | $861K | Sell |
4,694
-285
| -6% | -$52.3K | 0.31% | 33 |
|
2024
Q1 | $758K | Hold |
4,979
| – | – | 0.27% | 35 |
|
2023
Q4 | $702K | Hold |
4,979
| – | – | 0.27% | 34 |
|
2023
Q3 | $656K | Hold |
4,979
| – | – | 0.28% | 33 |
|
2023
Q2 | $602K | Sell |
4,979
-441
| -8% | -$53.3K | 0.25% | 35 |
|
2023
Q1 | $564K | Buy |
+5,420
| New | +$564K | 0.26% | 32 |
|
2021
Q1 | – | Sell |
-44
| Closed | -$77K | – | 88 |
|
2020
Q4 | $77K | Buy |
+44
| New | +$77K | 0.06% | 56 |
|