MWM
Marion 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 | $3.61M | Sell |
20,513
-653
| -3% | -$115K | 0.9% | 28 |
|
2025
Q1 | $3.27M | Sell |
21,166
-500
| -2% | -$77.3K | 0.87% | 28 |
|
2024
Q4 | $4.1M | Buy |
21,666
+339
| +2% | +$64.2K | 1.09% | 27 |
|
2024
Q3 | $3.54M | Buy |
21,327
+1,124
| +6% | +$186K | 0.94% | 27 |
|
2024
Q2 | $3.68M | Sell |
20,203
-737
| -4% | -$134K | 1.08% | 26 |
|
2024
Q1 | $3.16M | Sell |
20,940
-4
| -0% | -$604 | 0.94% | 28 |
|
2023
Q4 | $2.93M | Sell |
20,944
-1,668
| -7% | -$233K | 0.94% | 30 |
|
2023
Q3 | $2.96M | Buy |
22,612
+1,456
| +7% | +$191K | 1.04% | 23 |
|
2023
Q2 | $2.53M | Buy |
21,156
+458
| +2% | +$54.8K | 0.9% | 27 |
|
2023
Q1 | $2.15M | Buy |
20,698
+4,893
| +31% | +$508K | 0.8% | 29 |
|
2022
Q4 | $1.39M | Buy |
15,805
+3,516
| +29% | +$310K | 0.59% | 41 |
|
2022
Q3 | $1.18M | Buy |
12,289
+11,805
| +2,439% | +$1.13M | 0.6% | 37 |
|
2022
Q2 | $1.06M | Sell |
484
-44
| -8% | -$95.9K | 0.55% | 43 |
|
2022
Q1 | $1.47M | Buy |
528
+113
| +27% | +$314K | 0.72% | 31 |
|
2021
Q4 | $1.2M | Buy |
+415
| New | +$1.2M | 0.57% | 42 |
|