FWM
ForthRight 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 | $211K | Buy |
+1,196
| New | +$211K | 0.07% | 64 |
|
|
2025
Q1 | – | Sell |
-1,196
| Closed | -$226K | – | 66 |
|
|
2024
Q4 | $226K | Buy |
+1,196
| New | +$226K | 0.08% | 60 |
|
|
2024
Q3 | – | Sell |
-1,263
| Closed | -$230K | – | 65 |
|
|
2024
Q2 | $230K | Sell |
1,263
-157
| -11% | -$28.6K | 0.08% | 60 |
|
|
2024
Q1 | $214K | Buy |
+1,420
| New | +$214K | 0.08% | 63 |
|
|
2021
Q1 | – | Sell |
-18
| Closed | -$32K | – | 89 |
|
|
2020
Q4 | $32K | Buy |
+18
| New | +$32K | 0.03% | 81 |
|