MCM
Marsico Capital 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 | $12.2M | Sell |
69,107
-474,395
| -87% | -$83.6M | 0.33% | 45 |
|
|
2025
Q1 | $84M | Sell |
543,502
-42,759
| -7% | -$6.61M | 2.89% | 14 |
|
|
2024
Q4 | $111M | Sell |
586,261
-11,581
| -2% | -$2.19M | 3.02% | 12 |
|
|
2024
Q3 | $99.2M | Sell |
597,842
-385,722
| -39% | -$64M | 2.77% | 14 |
|
|
2024
Q2 | $179M | Buy |
983,564
+227,031
| +30% | +$41.4M | 5.36% | 6 |
|
|
2024
Q1 | $114M | Buy |
756,533
+4,208
| +0.6% | +$635K | 3.75% | 9 |
|
|
2023
Q4 | $105M | Sell |
752,325
-76,357
| -9% | -$10.7M | 4.11% | 8 |
|
|
2023
Q3 | $108M | Buy |
828,682
+36,049
| +5% | +$4.72M | 4.65% | 8 |
|
|
2023
Q2 | $94.9M | Buy |
792,633
+518,628
| +189% | +$62.1M | 3.78% | 11 |
|
|
2023
Q1 | $28.4M | Buy |
274,005
+137,161
| +100% | +$14.2M | 1.33% | 23 |
|
|
2022
Q4 | $12.1M | Sell |
136,844
-905,679
| -87% | -$79.9M | 0.62% | 32 |
|
|
2022
Q3 | $99.7M | Buy |
1,042,523
+999,862
| +2,344% | +$95.6M | 5.36% | 4 |
|
|
2022
Q2 | $93M | Sell |
42,661
-24,338
| -36% | -$53M | 4.54% | 5 |
|
|
2022
Q1 | $186M | Sell |
66,999
-5,445
| -8% | -$15.1M | 6.5% | 4 |
|
|
2021
Q4 | $210M | Sell |
72,444
-264
| -0.4% | -$765K | 6.12% | 3 |
|
|
2021
Q3 | $194M | Sell |
72,708
-853
| -1% | -$2.28M | 5.96% | 3 |
|
|
2021
Q2 | $180M | Buy |
73,561
+13,258
| +22% | +$32.4M | 4.45% | 8 |
|
|
2021
Q1 | $124M | Buy |
60,303
+3,829
| +7% | +$7.9M | 3.24% | 10 |
|
|
2020
Q4 | $99M | Buy |
56,474
+150
| +0.3% | +$263K | 2.56% | 13 |
|
|
2020
Q3 | $82.5M | Hold |
56,324
| – | – | 2.29% | 15 |
|
|
2020
Q2 | $79.9M | Sell |
56,324
-1,199
| -2% | -$1.7M | 2.51% | 13 |
|
|
2020
Q1 | $66.8M | Buy |
57,523
+18,453
| +47% | +$21.4M | 2.87% | 12 |
|
|
2019
Q4 | $52.3M | Sell |
39,070
-761
| -2% | -$1.02M | 1.87% | 17 |
|
|
2019
Q3 | $48.6M | Sell |
39,831
-66,260
| -62% | -$80.9M | 1.9% | 16 |
|
|
2019
Q2 | $115M | Sell |
106,091
-55,072
| -34% | -$59.6M | 4.1% | 9 |
|
|
2019
Q1 | $190M | Buy |
161,163
+149
| +0.1% | +$175K | 6.84% | 4 |
|
|
2018
Q4 | $168M | Sell |
161,014
-2,122
| -1% | -$2.22M | 7.1% | 3 |
|
|
2018
Q3 | $197M | Buy |
163,136
+90,921
| +126% | +$110M | 6.65% | 3 |
|
|
2018
Q2 | $81.5M | Sell |
72,215
-72,530
| -50% | -$81.9M | 2.92% | 12 |
|
|
2018
Q1 | $150M | Buy |
144,745
+75,485
| +109% | +$78.3M | 5.64% | 6 |
|
|
2017
Q4 | $73M | Hold |
69,260
| – | – | 2.91% | 11 |
|
|
2017
Q3 | $67.4M | Buy |
69,260
+331
| +0.5% | +$322K | 2.71% | 12 |
|
|
2017
Q2 | $64.1M | Sell |
68,929
-1,075
| -2% | -$999K | 2.68% | 10 |
|
|
2017
Q1 | $59.3M | Sell |
70,004
-12,086
| -15% | -$10.2M | 2.57% | 12 |
|
|
2016
Q4 | $65.1M | Sell |
82,090
-567
| -0.7% | -$449K | 2.88% | 12 |
|
|
2016
Q3 | $66.5M | Sell |
82,657
-9,946
| -11% | -$8M | 2.48% | 13 |
|
|
2016
Q2 | $65.1M | Sell |
92,603
-253,261
| -73% | -$178M | 2.26% | 16 |
|
|
2016
Q1 | $264M | Sell |
345,864
-132,605
| -28% | -$101M | 7.81% | 2 |
|
|
2015
Q4 | $372M | Buy |
+478,469
| New | +$372M | 6.58% | 2 |
|