MWC
MBM Wealth Consultants’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $204K | Buy |
+1,156
| New | +$204K | 0.05% | 106 |
|
2025
Q1 | – | Sell |
-1,180
| Closed | -$224K | – | 106 |
|
2024
Q4 | $224K | Buy |
+1,180
| New | +$224K | 0.07% | 104 |
|
2024
Q3 | – | Sell |
-1,145
| Closed | -$216K | – | 109 |
|
2024
Q2 | $216K | Buy |
+1,145
| New | +$216K | 0.07% | 101 |
|
2023
Q2 | – | Sell |
-1,832
| Closed | -$122K | – | 176 |
|
2023
Q1 | $122K | Hold |
1,832
| – | – | 0.05% | 122 |
|
2022
Q4 | $163K | Buy |
1,832
+652
| +55% | +$58K | 0.08% | 98 |
|
2022
Q3 | $116K | Buy |
1,180
+1,121
| +1,900% | +$110K | 0.06% | 102 |
|
2022
Q2 | $129K | Hold |
59
| – | – | 0.06% | 95 |
|
2022
Q1 | $164K | Hold |
59
| – | – | 0.07% | 102 |
|
2021
Q4 | $171K | Hold |
59
| – | – | 0.07% | 99 |
|
2021
Q3 | $158K | Hold |
59
| – | – | 0.07% | 113 |
|
2021
Q2 | $144K | Hold |
59
| – | – | 0.07% | 111 |
|
2021
Q1 | $122K | Hold |
59
| – | – | 0.06% | 112 |
|
2020
Q4 | $103K | Hold |
59
| – | – | 0.06% | 105 |
|
2020
Q3 | $86K | Sell |
59
-45
| -43% | -$65.6K | 0.05% | 105 |
|
2020
Q2 | $147K | Hold |
104
| – | – | 0.1% | 80 |
|
2020
Q1 | $121K | Hold |
104
| – | – | 0.1% | 81 |
|
2019
Q4 | $139K | Hold |
104
| – | – | 0.1% | 84 |
|
2019
Q3 | $127K | Hold |
104
| – | – | 0.1% | 88 |
|
2019
Q2 | $114K | Hold |
104
| – | – | 0.09% | 93 |
|
2019
Q1 | $122K | Hold |
104
| – | – | 0.11% | 89 |
|
2018
Q4 | $109K | Buy |
+104
| New | +$109K | 0.11% | 94 |
|