LWM
Luminvest 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 | $417K | Buy |
2,368
+121
| +5% | +$21.3K | 0.15% | 30 |
|
|
2025
Q1 | $347K | Hold |
2,247
| – | – | 0.14% | 27 |
|
|
2024
Q4 | $425K | Buy |
2,247
+900
| +67% | +$170K | 0.17% | 26 |
|
|
2024
Q3 | $223K | Hold |
1,347
| – | – | 0.09% | 31 |
|
|
2024
Q2 | $245K | Buy |
+1,347
| New | +$245K | 0.12% | 31 |
|