MWM
Mattern 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 | $4.35M | Sell |
24,668
-164
| -0.7% | -$28.9K | 0.9% | 22 |
|
2025
Q1 | $3.84M | Buy |
24,832
+754
| +3% | +$117K | 0.85% | 22 |
|
2024
Q4 | $4.56M | Sell |
24,078
-1,254
| -5% | -$237K | 1.01% | 21 |
|
2024
Q3 | $4.2M | Sell |
25,332
-919
| -4% | -$152K | 0.92% | 21 |
|
2024
Q2 | $4.78M | Sell |
26,251
-411
| -2% | -$74.9K | 1.15% | 21 |
|
2024
Q1 | $4.02M | Buy |
26,662
+955
| +4% | +$144K | 0.98% | 26 |
|
2023
Q4 | $3.59M | Buy |
25,707
+445
| +2% | +$62.2K | 0.92% | 26 |
|
2023
Q3 | $3.31M | Sell |
25,262
-790
| -3% | -$103K | 0.97% | 24 |
|
2023
Q2 | $3.12M | Sell |
26,052
-441
| -2% | -$52.8K | 0.91% | 25 |
|
2023
Q1 | $2.75M | Sell |
26,493
-13,630
| -34% | -$1.41M | 0.91% | 29 |
|
2022
Q4 | $3.54M | Sell |
40,123
-859
| -2% | -$75.8K | 1.43% | 15 |
|
2022
Q3 | $3.92M | Buy |
40,982
+38,915
| +1,883% | +$3.72M | 1.58% | 13 |
|
2022
Q2 | $4.51M | Sell |
2,067
-9
| -0.4% | -$19.6K | 1.76% | 11 |
|
2022
Q1 | $5.77M | Buy |
2,076
+294
| +16% | +$818K | 1.89% | 10 |
|
2021
Q4 | $5.16M | Buy |
1,782
+52
| +3% | +$151K | 1.52% | 16 |
|
2021
Q3 | $4.63M | Buy |
1,730
+6
| +0.3% | +$16K | 1.56% | 17 |
|
2021
Q2 | $4.38M | Sell |
1,724
-52
| -3% | -$132K | 1.4% | 18 |
|
2021
Q1 | $3.66M | Buy |
1,776
+755
| +74% | +$1.56M | 1.29% | 19 |
|
2020
Q4 | $1.79M | Buy |
1,021
+52
| +5% | +$91.1K | 0.68% | 42 |
|
2020
Q3 | $1.42M | Buy |
969
+52
| +6% | +$76.2K | 0.61% | 48 |
|
2020
Q2 | $1.3M | Buy |
917
+54
| +6% | +$76.6K | 0.63% | 49 |
|
2020
Q1 | $1M | Buy |
863
+48
| +6% | +$55.8K | 0.72% | 46 |
|
2019
Q4 | $1.09M | Buy |
+815
| New | +$1.09M | 0.66% | 61 |
|