MWM
Mascoma 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 | $705K | Sell |
4,000
-94
| -2% | -$16.6K | 0.16% | 41 |
|
|
2025
Q1 | $633K | Sell |
4,094
-830
| -17% | -$128K | 0.16% | 46 |
|
|
2024
Q4 | $932K | Buy |
4,924
+801
| +19% | +$152K | 0.23% | 34 |
|
|
2024
Q3 | $684K | Sell |
4,123
-20
| -0.5% | -$3.32K | 0.17% | 44 |
|
|
2024
Q2 | $755K | Buy |
4,143
+33
| +0.8% | +$6.01K | 0.2% | 38 |
|
|
2024
Q1 | $620K | Sell |
4,110
-70
| -2% | -$10.6K | 0.18% | 44 |
|
|
2023
Q4 | $584K | Sell |
4,180
-140
| -3% | -$19.6K | 0.18% | 49 |
|
|
2023
Q3 | $565K | Buy |
4,320
+360
| +9% | +$47.1K | 0.18% | 50 |
|
|
2023
Q2 | $520K | Sell |
3,960
-260
| -6% | -$34.2K | 0.16% | 56 |
|
|
2023
Q1 | $453K | Sell |
4,220
-20
| -0.5% | -$2.15K | 0.13% | 75 |
|
|
2022
Q4 | $374K | Sell |
4,240
-180
| -4% | -$15.9K | 0.12% | 85 |
|
|
2022
Q3 | $423K | Buy |
4,420
+4,196
| +1,873% | +$402K | 0.15% | 75 |
|
|
2022
Q2 | $488K | Buy |
224
+3
| +1% | +$6.54K | 0.17% | 71 |
|
|
2022
Q1 | $615K | Buy |
221
+21
| +11% | +$58.4K | 0.2% | 65 |
|
|
2021
Q4 | $579K | Buy |
200
+32
| +19% | +$92.6K | 0.2% | 57 |
|
|
2021
Q3 | $449K | Hold |
168
| – | – | 0.17% | 64 |
|
|
2021
Q2 | $410K | Buy |
168
+4
| +2% | +$9.76K | 0.18% | 69 |
|
|
2021
Q1 | $338K | Buy |
+164
| New | +$338K | 0.15% | 78 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 190 |
|
|
2019
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 360 |
|
|
2019
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 372 |
|