ISWM
Independent Solutions 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 | $4.59M | Buy |
26,061
+12,662
| +94% | +$2.23M | 0.9% | 31 |
|
2025
Q1 | $2.07M | Sell |
13,399
-146
| -1% | -$22.6K | 0.46% | 71 |
|
2024
Q4 | $2.56M | Buy |
13,545
+650
| +5% | +$123K | 0.56% | 54 |
|
2024
Q3 | $2.14M | Sell |
12,895
-185
| -1% | -$30.7K | 0.48% | 59 |
|
2024
Q2 | $2.38M | Sell |
13,080
-319
| -2% | -$58.1K | 0.55% | 55 |
|
2024
Q1 | $2.02M | Sell |
13,399
-10,319
| -44% | -$1.56M | 0.48% | 63 |
|
2023
Q4 | $3.31M | Buy |
23,718
+1,374
| +6% | +$192K | 0.85% | 35 |
|
2023
Q3 | $2.92M | Buy |
22,344
+10,644
| +91% | +$1.39M | 0.76% | 33 |
|
2023
Q2 | $1.4M | Buy |
11,700
+115
| +1% | +$13.8K | 0.35% | 68 |
|
2023
Q1 | $1.2M | Sell |
11,585
-755
| -6% | -$78.3K | 0.35% | 68 |
|
2022
Q4 | $1.09M | Sell |
12,340
-6,613
| -35% | -$583K | 0.33% | 73 |
|
2022
Q3 | $1.81M | Buy |
18,953
+17,985
| +1,858% | +$1.72M | 0.59% | 44 |
|
2022
Q2 | $2.11M | Sell |
968
-314
| -24% | -$684K | 0.66% | 37 |
|
2022
Q1 | $3.57M | Buy |
1,282
+12
| +0.9% | +$33.4K | 0.84% | 26 |
|
2021
Q4 | $3.68M | Buy |
1,270
+27
| +2% | +$78.2K | 0.87% | 28 |
|
2021
Q3 | $3.32M | Buy |
1,243
+79
| +7% | +$211K | 0.82% | 31 |
|
2021
Q2 | $2.84M | Buy |
1,164
+391
| +51% | +$955K | 0.69% | 37 |
|
2021
Q1 | $1.59M | Buy |
773
+152
| +24% | +$314K | 0.44% | 59 |
|
2020
Q4 | $1.09M | Buy |
621
+57
| +10% | +$99.9K | 0.34% | 66 |
|
2020
Q3 | $827K | Buy |
564
+95
| +20% | +$139K | 0.32% | 64 |
|
2020
Q2 | $665K | Buy |
469
+56
| +14% | +$79.4K | 0.28% | 69 |
|
2020
Q1 | $480K | Buy |
413
+48
| +13% | +$55.8K | 0.27% | 71 |
|
2019
Q4 | $489K | Buy |
+365
| New | +$489K | 0.22% | 92 |
|