MGWM
Marks Group 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 | $1M | Sell |
5,675
-408
| -7% | -$71.9K | 0.09% | 177 |
|
2025
Q1 | $941K | Sell |
6,083
-304
| -5% | -$47K | 0.09% | 184 |
|
2024
Q4 | $1.21M | Buy |
6,387
+2
| +0% | +$379 | 0.12% | 159 |
|
2024
Q3 | $1.06M | Buy |
6,385
+200
| +3% | +$33.2K | 0.1% | 174 |
|
2024
Q2 | $1.13M | Sell |
6,185
-200
| -3% | -$36.4K | 0.12% | 165 |
|
2024
Q1 | $964K | Hold |
6,385
| – | – | 0.1% | 173 |
|
2023
Q4 | $892K | Buy |
6,385
+320
| +5% | +$44.7K | 0.1% | 176 |
|
2023
Q3 | $794K | Hold |
6,065
| – | – | 0.1% | 177 |
|
2023
Q2 | $726K | Sell |
6,065
-5
| -0.1% | -$598 | 0.09% | 186 |
|
2023
Q1 | $630K | Buy |
6,070
+172
| +3% | +$17.8K | 0.08% | 193 |
|
2022
Q4 | $520K | Sell |
5,898
-82
| -1% | -$7.24K | 0.07% | 207 |
|
2022
Q3 | $572K | Buy |
5,980
+5,667
| +1,811% | +$542K | 0.09% | 190 |
|
2022
Q2 | $682K | Buy |
313
+1
| +0.3% | +$2.18K | 0.1% | 190 |
|
2022
Q1 | $868K | Buy |
312
+35
| +13% | +$97.4K | 0.11% | 175 |
|
2021
Q4 | $803K | Hold |
277
| – | – | 0.1% | 199 |
|
2021
Q3 | $740K | Buy |
277
+130
| +88% | +$347K | 0.1% | 175 |
|
2021
Q2 | $358K | Hold |
147
| – | – | 0.05% | 203 |
|
2021
Q1 | $305K | Sell |
147
-11
| -7% | -$22.8K | 0.05% | 209 |
|
2020
Q4 | $277K | Hold |
158
| – | – | 0.04% | 220 |
|
2020
Q3 | $232K | Sell |
158
-17
| -10% | -$25K | 0.04% | 218 |
|
2020
Q2 | $248K | Buy |
+175
| New | +$248K | 0.05% | 208 |
|