LWM
Lakeridge 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 | $604K | Sell |
3,408
-185
| -5% | -$32.8K | 0.28% | 71 |
|
2025
Q1 | $561K | Sell |
3,593
-12
| -0.3% | -$1.88K | 0.28% | 69 |
|
2024
Q4 | $687K | Sell |
3,605
-98
| -3% | -$18.7K | 0.35% | 51 |
|
2024
Q3 | $619K | Buy |
3,703
+18
| +0.5% | +$3.01K | 0.34% | 59 |
|
2024
Q2 | $676K | Sell |
3,685
-85
| -2% | -$15.6K | 0.41% | 47 |
|
2024
Q1 | $574K | Hold |
3,770
| – | – | 0.37% | 54 |
|
2023
Q4 | $531K | Buy |
+3,770
| New | +$531K | 0.38% | 54 |
|