FMWA
Forvis Mazars Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.96M | Buy |
22,301
+447
| +2% | +$79.3K | 0.09% | 101 |
|
2025
Q1 | $3.41M | Buy |
21,854
+827
| +4% | +$129K | 0.08% | 113 |
|
2024
Q4 | $4M | Buy |
21,027
+801
| +4% | +$153K | 0.09% | 101 |
|
2024
Q3 | $3.38M | Sell |
20,226
-1,080
| -5% | -$181K | 0.08% | 121 |
|
2024
Q2 | $3.91M | Sell |
21,306
-1,779
| -8% | -$326K | 0.1% | 109 |
|
2024
Q1 | $3.51M | Sell |
23,085
-2,728
| -11% | -$415K | 0.09% | 110 |
|
2023
Q4 | $3.64M | Sell |
25,813
-349
| -1% | -$49.2K | 0.1% | 105 |
|
2023
Q3 | $3.45M | Sell |
26,162
-2,358
| -8% | -$311K | 0.1% | 106 |
|
2023
Q2 | $3.45M | Buy |
28,520
+1,920
| +7% | +$232K | 0.1% | 123 |
|
2023
Q1 | $2.77M | Sell |
26,600
-252
| -0.9% | -$26.2K | 0.09% | 123 |
|
2022
Q4 | $2.38M | Buy |
26,852
+873
| +3% | +$77.5K | 0.08% | 129 |
|
2022
Q3 | $2.5M | Buy |
25,979
+24,684
| +1,906% | +$2.37M | 0.1% | 117 |
|
2022
Q2 | $2.83M | Buy |
1,295
+120
| +10% | +$263K | 0.11% | 100 |
|
2022
Q1 | $3.28M | Sell |
1,175
-24
| -2% | -$67K | 0.14% | 77 |
|
2021
Q4 | $3.47M | Buy |
1,199
+16
| +1% | +$46.3K | 0.15% | 76 |
|
2021
Q3 | $3.15M | Buy |
1,183
+54
| +5% | +$144K | 0.14% | 72 |
|
2021
Q2 | $2.83M | Buy |
1,129
+12
| +1% | +$30.1K | 0.13% | 76 |
|
2021
Q1 | $2.31M | Sell |
1,117
-447
| -29% | -$925K | 0.11% | 84 |
|
2020
Q4 | $2.74M | Buy |
1,564
+31
| +2% | +$54.3K | 0.14% | 81 |
|
2020
Q3 | $2.25M | Buy |
1,533
+20
| +1% | +$29.4K | 0.13% | 82 |
|
2020
Q2 | $2.14M | Buy |
1,513
+46
| +3% | +$65K | 0.14% | 79 |
|
2020
Q1 | $1.71M | Buy |
1,467
+44
| +3% | +$51.2K | 0.14% | 75 |
|
2019
Q4 | $1.9M | Buy |
1,423
+67
| +5% | +$89.6K | 0.14% | 89 |
|
2019
Q3 | $1.65M | Sell |
1,356
-23
| -2% | -$28K | 0.13% | 95 |
|
2019
Q2 | $1.49M | Sell |
1,379
-11
| -0.8% | -$11.9K | 0.12% | 96 |
|
2019
Q1 | $1.63M | Sell |
1,390
-38
| -3% | -$44.6K | 0.14% | 89 |
|
2018
Q4 | $1.48M | Buy |
1,428
+174
| +14% | +$180K | 0.15% | 77 |
|
2018
Q3 | $1.5M | Buy |
1,254
+21
| +2% | +$25.1K | 0.13% | 85 |
|
2018
Q2 | $1.38M | Buy |
1,233
+21
| +2% | +$23.4K | 0.13% | 88 |
|
2018
Q1 | $1.25M | Buy |
1,212
+225
| +23% | +$232K | 0.13% | 88 |
|
2017
Q4 | $1.03M | Sell |
987
-27
| -3% | -$28.3K | 0.1% | 97 |
|
2017
Q3 | $973K | Buy |
1,014
+9
| +0.9% | +$8.64K | 0.11% | 92 |
|
2017
Q2 | $913K | Buy |
1,005
+72
| +8% | +$65.4K | 0.1% | 98 |
|
2017
Q1 | $774K | Buy |
933
+25
| +3% | +$20.7K | 0.09% | 95 |
|
2016
Q4 | $701K | Buy |
908
+181
| +25% | +$140K | 0.09% | 97 |
|
2016
Q3 | $565K | Buy |
727
+125
| +21% | +$97.1K | 0.08% | 107 |
|
2016
Q2 | $417K | Buy |
602
+125
| +26% | +$86.6K | 0.06% | 117 |
|
2016
Q1 | $355K | Buy |
477
+20
| +4% | +$14.9K | 0.06% | 129 |
|
2015
Q4 | $347K | Buy |
+457
| New | +$347K | 0.05% | 135 |
|
2015
Q3 | – | Sell |
-968
| Closed | -$514K | – | 188 |
|
2015
Q2 | $514K | Buy |
968
+111
| +13% | +$58.9K | 0.08% | 100 |
|
2015
Q1 | $472K | Buy |
857
+320
| +60% | +$176K | 0.07% | 113 |
|
2014
Q4 | $284K | Sell |
537
-1
| -0.2% | -$529 | 0.05% | 129 |
|
2014
Q3 | $313K | Hold |
538
| – | – | 0.05% | 107 |
|
2014
Q2 | $312K | Buy |
538
+275
| +105% | +$159K | 0.05% | 108 |
|
2014
Q1 | $298K | Buy |
263
+4
| +2% | +$4.53K | 0.05% | 127 |
|
2013
Q4 | $290K | Buy |
259
+2
| +0.8% | +$2.24K | 0.05% | 129 |
|
2013
Q3 | $225K | Sell |
257
-68
| -21% | -$59.5K | 0.05% | 134 |
|
2013
Q2 | $286K | Buy |
+325
| New | +$286K | 0.23% | 81 |
|