KMWM
Keudell/Morrison 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 | $2.25M | Sell |
12,754
-520
| -4% | -$91.6K | 0.5% | 40 |
|
|
2025
Q1 | $2.05M | Buy |
13,274
+673
| +5% | +$104K | 0.48% | 39 |
|
|
2024
Q4 | $2.39M | Buy |
12,601
+149
| +1% | +$28.2K | 0.62% | 32 |
|
|
2024
Q3 | $2.07M | Sell |
12,452
-16
| -0.1% | -$2.65K | 0.56% | 39 |
|
|
2024
Q2 | $2.27M | Buy |
12,468
+666
| +6% | +$121K | 0.66% | 32 |
|
|
2024
Q1 | $1.78M | Sell |
11,802
-31
| -0.3% | -$4.68K | 0.54% | 40 |
|
|
2023
Q4 | $1.65M | Buy |
11,833
+16
| +0.1% | +$2.24K | 0.55% | 37 |
|
|
2023
Q3 | $1.55M | Sell |
11,817
-66
| -0.6% | -$8.64K | 0.47% | 40 |
|
|
2023
Q2 | $1.42M | Sell |
11,883
-383
| -3% | -$45.8K | 0.41% | 47 |
|
|
2023
Q1 | $1.27M | Sell |
12,266
-86
| -0.7% | -$8.92K | 0.37% | 48 |
|
|
2022
Q4 | $1.09M | Buy |
12,352
+416
| +3% | +$36.7K | 0.35% | 51 |
|
|
2022
Q3 | $1.14M | Buy |
11,936
+11,338
| +1,896% | +$1.08M | 0.43% | 47 |
|
|
2022
Q2 | $1.3M | Sell |
598
-18
| -3% | -$39.2K | 0.47% | 43 |
|
|
2022
Q1 | $1.71M | Sell |
616
-83
| -12% | -$231K | 0.72% | 31 |
|
|
2021
Q4 | $2.03M | Sell |
699
-54
| -7% | -$156K | 0.8% | 27 |
|
|
2021
Q3 | $2.01M | Sell |
753
-22
| -3% | -$58.8K | 0.86% | 23 |
|
|
2021
Q2 | $1.89M | Sell |
775
-66
| -8% | -$161K | 1.04% | 23 |
|
|
2021
Q1 | $1.74M | Sell |
841
-4
| -0.5% | -$8.25K | 1.01% | 25 |
|
|
2020
Q4 | $1.48M | Sell |
845
-35
| -4% | -$61.3K | 0.94% | 27 |
|
|
2020
Q3 | $1.29M | Sell |
880
-35
| -4% | -$51.3K | 0.83% | 30 |
|
|
2020
Q2 | $1.3M | Sell |
915
-19
| -2% | -$27K | 1.07% | 26 |
|
|
2020
Q1 | $1.09M | Buy |
934
+42
| +5% | +$48.8K | 1.06% | 27 |
|
|
2019
Q4 | $1.2M | Sell |
892
-14
| -2% | -$18.8K | 0.83% | 37 |
|
|
2019
Q3 | $1.11M | Buy |
906
+3
| +0.3% | +$3.66K | 0.91% | 36 |
|
|
2019
Q2 | $1.06M | Sell |
903
-5
| -0.6% | -$5.88K | 0.93% | 38 |
|
|
2019
Q1 | $1.07M | Buy |
+908
| New | +$1.07M | 0.94% | 36 |
|