FWA
FSM Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
25,058
+9,028
| +56% | +$1.6M | 0.72% | 31 |
|
|
2025
Q1 | $2.48M | Buy |
16,030
+1,040
| +7% | +$161K | 0.56% | 33 |
|
|
2024
Q4 | $2.89M | Buy |
14,990
+36
| +0.2% | +$6.95K | 0.71% | 30 |
|
|
2024
Q3 | $2.48M | Buy |
14,954
+223
| +2% | +$37K | 0.66% | 31 |
|
|
2024
Q2 | $2.68M | Buy |
14,731
+225
| +2% | +$41K | 0.9% | 25 |
|
|
2024
Q1 | $2.19M | Sell |
14,506
-6,748
| -32% | -$1.02M | 0.78% | 29 |
|
|
2023
Q4 | $2.97M | Buy |
21,254
+135
| +0.6% | +$18.9K | 1.26% | 23 |
|
|
2023
Q3 | $2.76M | Sell |
21,119
-724
| -3% | -$94.7K | 1.39% | 22 |
|
|
2023
Q2 | $2.56M | Sell |
21,843
-84
| -0.4% | -$9.84K | 1.28% | 20 |
|
|
2023
Q1 | $2.27M | Sell |
21,927
-1,251
| -5% | -$130K | 1.32% | 21 |
|
|
2022
Q4 | $2.04M | Buy |
23,178
+2,849
| +14% | +$251K | 1.45% | 18 |
|
|
2022
Q3 | $1.94M | Buy |
20,329
+3,109
| +18% | +$297K | 1.62% | 15 |
|
|
2022
Q2 | $2.02M | Buy |
+17,220
| New | +$2.02M | 2% | 13 |
|