LWM
Ledge Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.74M | Sell |
19,438
-926
| -5% | -$131K | 1.06% | 24 |
|
|
2023
Q3 | $2.68M | Buy |
20,364
+2,095
| +11% | +$276K | 1.21% | 20 |
|
|
2023
Q2 | $2.21M | Sell |
18,269
-2,935
| -14% | -$355K | 1.06% | 25 |
|
|
2023
Q1 | $2.21M | Buy |
21,204
+1,094
| +5% | +$114K | 1.05% | 27 |
|
|
2022
Q4 | $1.78M | Buy |
20,110
+4,706
| +31% | +$417K | 0.81% | 39 |
|
|
2022
Q3 | $1.48M | Buy |
15,404
+14,625
| +1,877% | +$1.41M | 0.91% | 33 |
|
|
2022
Q2 | $1.7M | Buy |
779
+108
| +16% | +$236K | 1.05% | 31 |
|
|
2022
Q1 | $1.87M | Buy |
+671
| New | +$1.87M | 1.17% | 26 |
|