LWMM
Legacy Wealth Management (Mississippi)’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.54M | Sell |
42,782
-4,460
| -9% | -$786K | 2.29% | 8 |
|
2025
Q1 | $7.31M | Buy |
47,242
+5,687
| +14% | +$879K | 2.39% | 7 |
|
2024
Q4 | $7.87M | Sell |
41,555
-5,522
| -12% | -$1.05M | 3.13% | 7 |
|
2024
Q3 | $7.81M | Buy |
47,077
+5,091
| +12% | +$844K | 2.87% | 6 |
|
2024
Q2 | $7.65M | Sell |
41,986
-10
| -0% | -$1.82K | 3.23% | 5 |
|
2024
Q1 | $6.34M | Hold |
41,996
| – | – | 2.86% | 7 |
|
2023
Q4 | $5.87M | Sell |
41,996
-500
| -1% | -$69.8K | 2.83% | 5 |
|
2023
Q3 | $5.56M | Sell |
42,496
-588
| -1% | -$76.9K | 2.89% | 5 |
|
2023
Q2 | $5.16M | Sell |
43,084
-121
| -0.3% | -$14.5K | 2.59% | 6 |
|
2023
Q1 | $4.48M | Hold |
43,205
| – | – | 2.47% | 6 |
|
2022
Q4 | $3.81M | Buy |
43,205
+2,765
| +7% | +$244K | 2.26% | 7 |
|
2022
Q3 | $3.87M | Buy |
40,440
+38,875
| +2,484% | +$3.72M | 2.61% | 5 |
|
2022
Q2 | $3.41M | Buy |
1,565
+3
| +0.2% | +$6.54K | 2.07% | 8 |
|
2022
Q1 | $4.34M | Buy |
1,562
+2
| +0.1% | +$5.56K | 2.27% | 5 |
|
2021
Q4 | $4.52M | Buy |
1,560
+2
| +0.1% | +$5.79K | 2.31% | 5 |
|
2021
Q3 | $4.17M | Hold |
1,558
| – | – | 2.23% | 5 |
|
2021
Q2 | $3.8M | Buy |
1,558
+25
| +2% | +$61K | 2.11% | 6 |
|
2021
Q1 | $3.16M | Sell |
1,533
-2
| -0.1% | -$4.13K | 1.92% | 7 |
|
2020
Q4 | $2.69M | Buy |
1,535
+14
| +0.9% | +$24.5K | 1.7% | 9 |
|
2020
Q3 | $2.23M | Buy |
1,521
+7
| +0.5% | +$10.3K | 1.54% | 12 |
|
2020
Q2 | $2.15M | Buy |
1,514
+35
| +2% | +$49.6K | 1.64% | 10 |
|
2020
Q1 | $1.72M | Buy |
1,479
+425
| +40% | +$494K | 1.6% | 13 |
|
2019
Q4 | $1.41M | Buy |
+1,054
| New | +$1.41M | 1.23% | 20 |
|