GSWM
Golden State 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 | $11.5M | Buy |
65,398
+10,587
| +19% | +$1.87M | 1.4% | 14 |
|
|
2025
Q1 | $8.48M | Sell |
54,811
-241
| -0.4% | -$37.3K | 1.26% | 16 |
|
|
2024
Q4 | $10.4M | Buy |
+55,052
| New | +$10.4M | 1.56% | 13 |
|
|
2022
Q1 | $7.21M | Sell |
2,591
-199
| -7% | -$553K | 1.41% | 13 |
|
|
2021
Q4 | $8.08M | Buy |
2,790
+162
| +6% | +$469K | 1.39% | 14 |
|
|
2021
Q3 | $7.03M | Sell |
2,628
-19
| -0.7% | -$50.8K | 1.53% | 15 |
|
|
2021
Q2 | $6.46M | Buy |
2,647
+22
| +0.8% | +$53.7K | 1.42% | 17 |
|
|
2021
Q1 | $5.41M | Sell |
2,625
-257
| -9% | -$530K | 1.79% | 14 |
|
|
2020
Q4 | $5.06M | Buy |
2,882
+91
| +3% | +$160K | 1.47% | 15 |
|
|
2020
Q3 | $4.09M | Sell |
2,791
-882
| -24% | -$1.29M | 1.37% | 14 |
|
|
2020
Q2 | $5.21M | Buy |
3,673
+567
| +18% | +$803K | 1.67% | 11 |
|
|
2020
Q1 | $3.61M | Buy |
+3,106
| New | +$3.61M | 1.59% | 12 |
|
|
2019
Q4 | – | Sell |
-3,278
| Closed | -$4M | – | 401 |
|
|
2019
Q3 | $4M | Sell |
3,278
-338
| -9% | -$413K | 1.32% | 16 |
|
|
2019
Q2 | $3.92M | Buy |
3,616
+212
| +6% | +$230K | 1.24% | 16 |
|
|
2019
Q1 | $4.01M | Buy |
+3,404
| New | +$4.01M | 1.34% | 12 |
|