Marcum Wealth’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.86M Sell
18,305
-908
-5% -$142K 0.25% 46
2024
Q4
$3.66M Buy
19,213
+1,057
+6% +$201K 0.32% 37
2024
Q3
$3.04M Buy
18,156
+430
+2% +$71.9K 0.28% 39
2024
Q2
$3.25M Buy
17,726
+622
+4% +$114K 0.33% 34
2024
Q1
$2.6M Sell
17,104
-138
-0.8% -$21K 0.26% 39
2023
Q4
$2.43M Sell
17,242
-194
-1% -$27.3K 0.26% 38
2023
Q3
$2.3M Buy
17,436
+788
+5% +$104K 0.28% 38
2023
Q2
$2.01M Sell
16,648
-900
-5% -$109K 0.24% 41
2023
Q1
$1.82M Buy
17,548
+146
+0.8% +$15.2K 0.23% 48
2022
Q4
$1.54M Buy
17,402
+367
+2% +$32.6K 0.2% 56
2022
Q3
$1.64M Buy
17,035
+2,355
+16% +$226K 0.25% 48
2022
Q2
$1.61M Buy
14,680
+1,280
+10% +$140K 0.24% 52
2022
Q1
$1.87M Sell
13,400
-360
-3% -$50.3K 0.26% 47
2021
Q4
$1.99M Sell
13,760
-540
-4% -$78.1K 0.28% 46
2021
Q3
$1.91M Buy
14,300
+3,080
+27% +$411K 0.3% 42
2021
Q2
$1.41M Buy
11,220
+260
+2% +$32.6K 0.23% 60
2021
Q1
$1.13M Buy
10,960
+4,860
+80% +$503K 0.19% 73
2020
Q4
$534K Buy
6,100
+620
+11% +$54.3K 0.13% 64
2020
Q3
$403K Sell
5,480
-60
-1% -$4.41K 0.12% 59
2020
Q2
$392K Sell
5,540
-80
-1% -$5.66K 0.12% 69
2020
Q1
$327K Buy
5,620
+100
+2% +$5.82K 0.13% 55
2019
Q4
$369K Buy
+5,520
New +$369K 0.14% 68