IWC
Integrated Wealth Concepts’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Buy |
188,110
+724
| +0.4% | +$128K | 0.33% | 56 |
|
|
2025
Q1 | $29M | Buy |
187,386
+15,041
| +9% | +$2.33M | 0.34% | 59 |
|
|
2024
Q4 | $32.6M | Buy |
172,345
+6,456
| +4% | +$1.22M | 0.38% | 53 |
|
|
2024
Q3 | $27.5M | Sell |
165,889
-3,922
| -2% | -$650K | 0.34% | 65 |
|
|
2024
Q2 | $30.9M | Buy |
169,811
+9,734
| +6% | +$1.77M | 0.42% | 43 |
|
|
2024
Q1 | $24.2M | Buy |
160,077
+17,134
| +12% | +$2.59M | 0.35% | 59 |
|
|
2023
Q4 | $20M | Buy |
142,943
+16,447
| +13% | +$2.3M | 0.33% | 68 |
|
|
2023
Q3 | $16.6M | Buy |
126,496
+8,472
| +7% | +$1.11M | 0.29% | 81 |
|
|
2023
Q2 | $14.1M | Buy |
118,024
+12,471
| +12% | +$1.49M | 0.24% | 103 |
|
|
2023
Q1 | $10.9M | Buy |
105,553
+24,363
| +30% | +$2.53M | 0.23% | 107 |
|
|
2022
Q4 | $7.16M | Buy |
81,190
+1,286
| +2% | +$113K | 0.19% | 108 |
|
|
2022
Q3 | $7.64M | Buy |
79,904
+76,076
| +1,987% | +$7.28M | 0.24% | 88 |
|
|
2022
Q2 | $8.34M | Buy |
3,828
+119
| +3% | +$259K | 0.26% | 86 |
|
|
2022
Q1 | $10.3M | Sell |
3,709
-370
| -9% | -$1.03M | 0.32% | 68 |
|
|
2021
Q4 | $11.8M | Sell |
4,079
-93
| -2% | -$269K | 0.35% | 61 |
|
|
2021
Q3 | $11.2M | Buy |
4,172
+322
| +8% | +$861K | 0.36% | 60 |
|
|
2021
Q2 | $9.4M | Buy |
3,850
+261
| +7% | +$637K | 0.33% | 66 |
|
|
2021
Q1 | $7.4M | Buy |
3,589
+208
| +6% | +$429K | 0.3% | 72 |
|
|
2020
Q4 | $5.93M | Buy |
3,381
+183
| +6% | +$321K | 0.28% | 77 |
|
|
2020
Q3 | $4.69M | Buy |
3,198
+492
| +18% | +$721K | 0.29% | 72 |
|
|
2020
Q2 | $3.84M | Buy |
2,706
+466
| +21% | +$661K | 0.28% | 72 |
|
|
2020
Q1 | $2.6M | Buy |
2,240
+417
| +23% | +$485K | 0.24% | 77 |
|
|
2019
Q4 | $2.44M | Buy |
1,823
+261
| +17% | +$350K | 0.21% | 89 |
|
|
2019
Q3 | $1.91M | Buy |
1,562
+77
| +5% | +$94K | 0.21% | 82 |
|
|
2019
Q2 | $1.02M | Buy |
1,485
+322
| +28% | +$221K | 0.13% | 121 |
|
|
2019
Q1 | $1.37M | Buy |
1,163
+74
| +7% | +$87.1K | 0.23% | 86 |
|
|
2018
Q4 | $1.14M | Buy |
1,089
+563
| +107% | +$588K | 0.31% | 77 |
|
|
2018
Q3 | $636K | Buy |
526
+63
| +14% | +$76.2K | 0.19% | 100 |
|
|
2018
Q2 | $529K | Buy |
463
+8
| +2% | +$9.14K | 0.18% | 107 |
|
|
2018
Q1 | $461K | Buy |
455
+7
| +2% | +$7.09K | 0.18% | 103 |
|
|
2017
Q4 | $499K | Buy |
+448
| New | +$499K | 0.21% | 92 |
|