IFWM
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 |
|