LWM
Liberty 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 | $3.24M | Buy |
18,243
+2,400
| +15% | +$426K | 0.51% | 47 |
|
|
2025
Q1 | $2.48M | Buy |
15,843
+81
| +0.5% | +$12.7K | 0.47% | 47 |
|
|
2024
Q4 | $3M | Buy |
15,762
+4,492
| +40% | +$855K | 0.5% | 46 |
|
|
2024
Q3 | $1.88M | Buy |
11,270
+76
| +0.7% | +$12.7K | 0.32% | 54 |
|
|
2024
Q2 | $2.05M | Buy |
11,194
+201
| +2% | +$36.9K | 0.38% | 52 |
|
|
2024
Q1 | $1.67M | Sell |
10,993
-96
| -0.9% | -$14.6K | 0.33% | 54 |
|
|
2023
Q4 | $1.56M | Buy |
11,089
+324
| +3% | +$45.7K | 0.34% | 52 |
|
|
2023
Q3 | $1.42M | Sell |
10,765
-480
| -4% | -$63.3K | 0.35% | 49 |
|
|
2023
Q2 | $1.36M | Sell |
11,245
-4,288
| -28% | -$519K | 0.34% | 45 |
|
|
2023
Q1 | $1.61M | Buy |
+15,533
| New | +$1.61M | 0.33% | 55 |
|
|
2022
Q3 | $1.03M | Buy |
10,714
+10,202
| +1,993% | +$981K | 0.27% | 50 |
|
|
2022
Q2 | $1.12M | Sell |
512
-10
| -2% | -$21.9K | 0.45% | 45 |
|
|
2022
Q1 | $1.46M | Buy |
522
+8
| +2% | +$22.4K | 0.53% | 40 |
|
|
2021
Q4 | $1.49K | Sell |
514
-4
| -0.8% | -$12 | 0.06% | 60 |
|
|
2021
Q3 | $1.38M | Buy |
518
+19
| +4% | +$50.7K | 0.49% | 38 |
|
|
2021
Q2 | $1.25M | Sell |
499
-2
| -0.4% | -$5.01K | 0.49% | 35 |
|
|
2021
Q1 | $953K | Hold |
501
| – | – | 0.47% | 31 |
|
|
2020
Q4 | $953K | Buy |
501
+17
| +4% | +$32.3K | 0.47% | 31 |
|
|
2020
Q3 | $711K | Sell |
484
-30
| -6% | -$44.1K | 0.42% | 36 |
|
|
2020
Q2 | $727K | Buy |
514
+4
| +0.8% | +$5.66K | 0.51% | 34 |
|
|
2020
Q1 | $593K | Buy |
510
+13
| +3% | +$15.1K | 0.52% | 35 |
|
|
2019
Q4 | $664K | Buy |
497
+23
| +5% | +$30.7K | 0.52% | 35 |
|
|
2019
Q3 | $578K | Buy |
+474
| New | +$578K | 0.55% | 35 |
|
|
2019
Q2 | – | Sell |
-385
| Closed | -$451K | – | 912 |
|
|
2019
Q1 | $451K | Buy |
385
+32
| +9% | +$37.5K | 0.34% | 45 |
|
|
2018
Q4 | $365K | Buy |
+353
| New | +$365K | 0.27% | 50 |
|