IWM
Iams 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 | $650K | Sell |
3,686
-3,751
| -50% | -$661K | 0.3% | 90 |
|
|
2025
Q1 | $1.15M | Buy |
7,437
+447
| +6% | +$69.1K | 0.53% | 66 |
|
|
2024
Q4 | $1.32M | Buy |
6,990
+488
| +8% | +$92.4K | 0.61% | 51 |
|
|
2024
Q3 | $1.08M | Buy |
6,502
+791
| +14% | +$131K | 0.53% | 64 |
|
|
2024
Q2 | $1.04M | Buy |
+5,711
| New | +$1.04M | 0.57% | 57 |
|
|
2023
Q4 | – | Sell |
-2,093
| Closed | -$274K | – | 115 |
|
|
2023
Q3 | $274K | Buy |
+2,093
| New | +$274K | 0.19% | 100 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 68 |
|