IFWM
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Institute for 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
$10.3M Buy
58,586
+338
+0.6% +$59.6K 1.15% 8
2025
Q1
$9.01M Buy
58,248
+322
+0.6% +$49.8K 1.16% 8
2024
Q4
$11M Sell
57,926
-2,302
-4% -$436K 1.37% 8
2024
Q3
$9.99M Sell
60,228
-408
-0.7% -$67.7K 1.26% 7
2024
Q2
$11M Sell
60,636
-589
-1% -$107K 1.48% 6
2024
Q1
$9.24M Sell
61,225
-94
-0.2% -$14.2K 1.19% 9
2023
Q4
$8.57M Sell
61,319
-123
-0.2% -$17.2K 1.39% 7
2023
Q3
$8.04M Sell
61,442
-621
-1% -$81.3K 1.45% 8
2023
Q2
$7.43M Sell
62,063
-317
-0.5% -$37.9K 1.25% 9
2023
Q1
$6.47M Buy
62,380
+7,353
+13% +$763K 1.24% 9
2022
Q4
$4.86M Buy
55,027
+1,897
+4% +$167K 1.02% 9
2022
Q3
$5.08M Buy
53,130
+50,956
+2,344% +$4.87M 1.14% 10
2022
Q2
$4.74M Buy
2,174
+31
+1% +$67.6K 0.93% 10
2022
Q1
$5.96M Sell
2,143
-13
-0.6% -$36.2K 0.96% 10
2021
Q4
$6.25M Sell
2,156
-5
-0.2% -$14.5K 1.02% 12
2021
Q3
$5.78M Hold
2,161
1.01% 13
2021
Q2
$5.28M Sell
2,161
-45
-2% -$110K 0.93% 16
2021
Q1
$4.55M Sell
2,206
-35
-2% -$72.2K 0.87% 19
2020
Q4
$3.93M Buy
2,241
+57
+3% +$99.9K 0.78% 23
2020
Q3
$3.2M Sell
2,184
-32
-1% -$46.9K 0.73% 25
2020
Q2
$3.14M Buy
2,216
+267
+14% +$379K 0.77% 23
2020
Q1
$2.27M Buy
1,949
+145
+8% +$169K 0.7% 26
2019
Q4
$2.42M Buy
1,804
+32
+2% +$42.9K 0.55% 32
2019
Q3
$2.16M Sell
1,772
-83
-4% -$101K 0.55% 38
2019
Q2
$2.01M Buy
1,855
+10
+0.5% +$10.8K 0.44% 52
2019
Q1
$2.17M Buy
1,845
+40
+2% +$47.1K 0.47% 46
2018
Q4
$1.89M Buy
+1,805
New +$1.89M 0.77% 33