KWM
KFG 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 | $849K | Buy |
4,820
+2,277
| +90% | +$401K | 0.14% | 83 |
|
|
2025
Q1 | $393K | Sell |
2,543
-359
| -12% | -$55.5K | 0.07% | 128 |
|
|
2024
Q4 | $549K | Sell |
2,902
-979
| -25% | -$185K | 0.1% | 105 |
|
|
2024
Q3 | $644K | Buy |
3,881
+1,388
| +56% | +$230K | 0.14% | 91 |
|
|
2024
Q2 | $454K | Buy |
2,493
+2
| +0.1% | +$364 | 0.18% | 101 |
|
|
2024
Q1 | $376K | Buy |
2,491
+577
| +30% | +$87.1K | 0.15% | 108 |
|
|
2023
Q4 | $267K | Sell |
1,914
-223
| -10% | -$31.2K | 0.12% | 111 |
|
|
2023
Q3 | $280K | Buy |
2,137
+77
| +4% | +$10.1K | 0.15% | 103 |
|
|
2023
Q2 | $247K | Hold |
2,060
| – | – | 0.14% | 104 |
|
|
2023
Q1 | $221K | Buy |
+2,060
| New | +$221K | 0.15% | 87 |
|