McCarter Private Wealth Services’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.23M Sell
18,325
-225
-1% -$39.7K 1.85% 16
2025
Q1
$2.87M Sell
18,550
-17,230
-48% -$2.66M 1.88% 19
2024
Q4
$6.79M Buy
35,780
+17,813
+99% +$3.38M 4.31% 4
2024
Q3
$2.98M Buy
+17,967
New +$2.98M 1.88% 17