LWMG
Levy Wealth Management Group’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $939K | Sell |
5,156
-775
| -13% | -$141K | 0.24% | 44 |
|
|
2024
Q1 | $829K | Hold |
5,931
| – | – | 0.23% | 44 |
|
|
2023
Q4 | $829K | Hold |
5,931
| – | – | 0.23% | 44 |
|
|
2023
Q3 | $776K | Buy |
5,931
+39
| +0.7% | +$5.1K | 0.24% | 45 |
|
|
2023
Q2 | $705K | Hold |
5,892
| – | – | 0.21% | 46 |
|
|
2023
Q1 | $611K | Buy |
5,892
+3,012
| +105% | +$312K | 0.19% | 49 |
|
|
2022
Q4 | $254K | Hold |
2,880
| – | – | 0.09% | 77 |
|
|
2022
Q3 | $275K | Buy |
2,880
+2,777
| +2,696% | +$265K | 0.12% | 64 |
|
|
2022
Q2 | $224K | Hold |
103
| – | – | 0.1% | 64 |
|
|
2022
Q1 | $286K | Sell |
103
-18
| -15% | -$50K | 0.12% | 55 |
|
|
2021
Q4 | $351K | Hold |
121
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $323K | Hold |
121
| – | – | 0.18% | 50 |
|
|
2021
Q2 | $295K | Sell |
121
-10
| -8% | -$24.4K | 0.17% | 52 |
|
|
2021
Q1 | $270K | Buy |
131
+10
| +8% | +$20.6K | 0.18% | 49 |
|
|
2020
Q4 | $212K | Buy |
+121
| New | +$212K | 0.15% | 56 |
|