KMWM
Keudell/Morrison Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
30,030
-3,530
| -11% | -$626K | 1.18% | 14 |
|
|
2025
Q1 | $5.24M | Sell |
33,560
-590
| -2% | -$92.2K | 1.24% | 15 |
|
|
2024
Q4 | $6.5M | Sell |
34,150
-19
| -0.1% | -$3.62K | 1.7% | 15 |
|
|
2024
Q3 | $5.71M | Sell |
34,169
-352
| -1% | -$58.9K | 1.55% | 13 |
|
|
2024
Q2 | $6.33M | Sell |
34,521
-41
| -0.1% | -$7.52K | 1.85% | 12 |
|
|
2024
Q1 | $5.26M | Buy |
34,562
+25
| +0.1% | +$3.81K | 1.59% | 14 |
|
|
2023
Q4 | $4.87M | Buy |
34,537
+4,136
| +14% | +$583K | 1.61% | 11 |
|
|
2023
Q3 | $4.01M | Sell |
30,401
-150
| -0.5% | -$19.8K | 1.22% | 17 |
|
|
2023
Q2 | $3.7M | Sell |
30,551
-148
| -0.5% | -$17.9K | 1.07% | 17 |
|
|
2023
Q1 | $3.19M | Sell |
30,699
-667
| -2% | -$69.4K | 0.94% | 19 |
|
|
2022
Q4 | $2.78M | Sell |
31,366
-302
| -1% | -$26.8K | 0.89% | 19 |
|
|
2022
Q3 | $3.05M | Buy |
31,668
+30,005
| +1,804% | +$2.89M | 1.14% | 15 |
|
|
2022
Q2 | $3.64M | Sell |
1,663
-27
| -2% | -$59.1K | 1.32% | 14 |
|
|
2022
Q1 | $4.72M | Sell |
1,690
-8
| -0.5% | -$22.3K | 1.97% | 8 |
|
|
2021
Q4 | $4.91M | Sell |
1,698
-42
| -2% | -$122K | 1.94% | 7 |
|
|
2021
Q3 | $4.64M | Sell |
1,740
-4
| -0.2% | -$10.7K | 1.99% | 8 |
|
|
2021
Q2 | $4.37M | Buy |
1,744
+135
| +8% | +$338K | 2.39% | 7 |
|
|
2021
Q1 | $3.33M | Sell |
1,609
-4
| -0.2% | -$8.27K | 1.93% | 9 |
|
|
2020
Q4 | $2.83M | Buy |
1,613
+43
| +3% | +$75.3K | 1.79% | 11 |
|
|
2020
Q3 | $2.31M | Sell |
1,570
-105
| -6% | -$154K | 1.48% | 14 |
|
|
2020
Q2 | $2.37M | Buy |
1,675
+9
| +0.5% | +$12.7K | 1.96% | 9 |
|
|
2020
Q1 | $1.94M | Buy |
1,666
+65
| +4% | +$75.6K | 1.89% | 8 |
|
|
2019
Q4 | $2.14M | Sell |
1,601
-37
| -2% | -$49.5K | 1.48% | 16 |
|
|
2019
Q3 | $2M | Buy |
1,638
+4
| +0.2% | +$4.88K | 1.65% | 11 |
|
|
2019
Q2 | $1.92M | Buy |
1,634
+4
| +0.2% | +$4.7K | 1.68% | 13 |
|
|
2019
Q1 | $1.91M | Buy |
+1,630
| New | +$1.91M | 1.68% | 15 |
|