MWM
MBE 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 | $339K | Sell |
1,926
-30
| -2% | -$5.29K | 0.15% | 83 |
|
|
2025
Q1 | $302K | Buy |
1,956
+235
| +14% | +$36.3K | 0.14% | 86 |
|
|
2024
Q4 | $326K | Sell |
1,721
-532
| -24% | -$101K | 0.18% | 65 |
|
|
2024
Q3 | $374K | Buy |
2,253
+492
| +28% | +$81.6K | 0.21% | 63 |
|
|
2024
Q2 | $321K | Sell |
1,761
-82
| -4% | -$14.9K | 0.19% | 64 |
|
|
2024
Q1 | $278K | Buy |
1,843
+259
| +16% | +$39.1K | 0.17% | 68 |
|
|
2023
Q4 | $221K | Buy |
+1,584
| New | +$221K | 0.11% | 80 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$69K | – | 233 |
|
|
2020
Q1 | $69K | Buy |
+60
| New | +$69K | 0.07% | 93 |
|