MGWM
Marks Group 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 | $28.6M | Buy |
161,386
+446
| +0.3% | +$79.1K | 2.66% | 1 |
|
2025
Q1 | $25.1M | Buy |
160,940
+73
| +0% | +$11.4K | 2.42% | 1 |
|
2024
Q4 | $30.6M | Sell |
160,867
-1,517
| -0.9% | -$289K | 3.02% | 1 |
|
2024
Q3 | $27.1M | Buy |
162,384
+8,304
| +5% | +$1.39M | 2.59% | 1 |
|
2024
Q2 | $28.3M | Sell |
154,080
-4,925
| -3% | -$903K | 2.98% | 1 |
|
2024
Q1 | $24.2M | Buy |
159,005
+1,767
| +1% | +$269K | 2.53% | 1 |
|
2023
Q4 | $22.2M | Sell |
157,238
-416
| -0.3% | -$58.6K | 2.53% | 1 |
|
2023
Q3 | $20.8M | Sell |
157,654
-3,657
| -2% | -$482K | 2.57% | 1 |
|
2023
Q2 | $19.5M | Sell |
161,311
-2,639
| -2% | -$319K | 2.32% | 1 |
|
2023
Q1 | $17.1M | Buy |
163,950
+2,729
| +2% | +$284K | 2.18% | 1 |
|
2022
Q4 | $14.3M | Buy |
161,221
+30,478
| +23% | +$2.7M | 1.95% | 1 |
|
2022
Q3 | $12.6M | Buy |
130,743
+125,104
| +2,219% | +$12M | 1.91% | 3 |
|
2022
Q2 | $12.3M | Buy |
5,639
+152
| +3% | +$332K | 1.78% | 3 |
|
2022
Q1 | $15.3M | Buy |
5,487
+307
| +6% | +$857K | 1.93% | 3 |
|
2021
Q4 | $15.1M | Sell |
5,180
-77
| -1% | -$224K | 1.84% | 3 |
|
2021
Q3 | $14M | Buy |
5,257
+68
| +1% | +$182K | 1.9% | 3 |
|
2021
Q2 | $13.3M | Sell |
5,189
-617
| -11% | -$1.58M | 1.82% | 3 |
|
2021
Q1 | $11.9M | Sell |
5,806
-33
| -0.6% | -$67.4K | 1.76% | 2 |
|
2020
Q4 | $10.2M | Buy |
5,839
+139
| +2% | +$244K | 1.59% | 6 |
|
2020
Q3 | $8.38M | Buy |
5,700
+193
| +4% | +$284K | 1.51% | 7 |
|
2020
Q2 | $7.72M | Buy |
5,507
+1,822
| +49% | +$2.55M | 1.57% | 4 |
|
2020
Q1 | $4.17M | Sell |
3,685
-788
| -18% | -$892K | 1.08% | 9 |
|
2019
Q4 | $5.98M | Buy |
+4,473
| New | +$5.98M | 1.18% | 6 |
|