IWM
Integris 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 | $435K | Buy |
2,471
+107
| +5% | +$18.9K | 0.11% | 68 |
|
|
2025
Q1 | $366K | Sell |
2,364
-34
| -1% | -$5.26K | 0.1% | 70 |
|
|
2024
Q4 | $454K | Buy |
2,398
+227
| +10% | +$43K | 0.13% | 59 |
|
|
2024
Q3 | $360K | Buy |
2,171
+333
| +18% | +$55.2K | 0.1% | 68 |
|
|
2024
Q2 | $335K | Sell |
1,838
-35
| -2% | -$6.38K | 0.1% | 66 |
|
|
2024
Q1 | $283K | Sell |
1,873
-285
| -13% | -$43K | 0.08% | 77 |
|
|
2023
Q4 | $301K | Sell |
2,158
-97
| -4% | -$13.6K | 0.09% | 70 |
|
|
2023
Q3 | $295K | Buy |
2,255
+105
| +5% | +$13.7K | 0.1% | 68 |
|
|
2023
Q2 | $257K | Sell |
2,150
-286
| -12% | -$34.2K | 0.09% | 71 |
|
|
2023
Q1 | $253K | Sell |
2,436
-375
| -13% | -$38.9K | 0.09% | 70 |
|
|
2022
Q4 | $248K | Buy |
+2,811
| New | +$248K | 0.1% | 71 |
|