LWM
LJI Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
7,201
+85
| +1% | +$15K | 0.22% | 50 |
|
|
2025
Q1 | $1.1M | Buy |
7,116
+32
| +0.5% | +$4.95K | 0.22% | 48 |
|
|
2024
Q4 | $1.34M | Sell |
7,084
-538
| -7% | -$102K | 0.26% | 42 |
|
|
2024
Q3 | $1.26M | Buy |
7,622
+1,322
| +21% | +$219K | 0.26% | 46 |
|
|
2024
Q2 | $1.15M | Sell |
6,300
-7
| -0.1% | -$1.28K | 0.25% | 48 |
|
|
2024
Q1 | $952K | Buy |
6,307
+162
| +3% | +$24.5K | 0.25% | 43 |
|
|
2023
Q4 | $858K | Sell |
6,145
-36
| -0.6% | -$5.03K | 0.22% | 50 |
|
|
2023
Q3 | $809K | Buy |
6,181
+726
| +13% | +$95K | 0.23% | 52 |
|
|
2023
Q2 | $653K | Buy |
5,455
+191
| +4% | +$22.9K | 0.19% | 61 |
|
|
2023
Q1 | $546K | Sell |
5,264
-169
| -3% | -$17.5K | 0.17% | 65 |
|
|
2022
Q4 | $479K | Buy |
+5,433
| New | +$479K | 0.17% | 69 |
|