LWM
Ledge Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $682K | Sell |
4,882
-593
| -11% | -$82.8K | 0.27% | 44 |
|
|
2023
Q3 | $716K | Sell |
5,475
-120
| -2% | -$15.7K | 0.32% | 44 |
|
|
2023
Q2 | $670K | Sell |
5,595
-2,856
| -34% | -$342K | 0.32% | 44 |
|
|
2023
Q1 | $877K | Sell |
8,451
-64
| -0.8% | -$6.64K | 0.42% | 44 |
|
|
2022
Q4 | $751K | Buy |
8,515
+2,362
| +38% | +$208K | 0.34% | 48 |
|
|
2022
Q3 | $589K | Buy |
6,153
+5,740
| +1,390% | +$549K | 0.36% | 48 |
|
|
2022
Q2 | $900K | Buy |
413
+129
| +45% | +$281K | 0.55% | 45 |
|
|
2022
Q1 | $790K | Buy |
+284
| New | +$790K | 0.49% | 45 |
|