MSWM
McGlone Suttner 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 | $3.73M | Buy |
21,173
+1,872
| +10% | +$330K | 0.56% | 20 |
|
|
2025
Q1 | $2.98M | Buy |
19,301
+439
| +2% | +$67.9K | 0.49% | 22 |
|
|
2024
Q4 | $3.57M | Buy |
18,862
+831
| +5% | +$157K | 0.6% | 21 |
|
|
2024
Q3 | $2.99M | Buy |
18,031
+1,680
| +10% | +$279K | 0.62% | 21 |
|
|
2024
Q2 | $2.28M | Sell |
16,351
-1,160
| -7% | -$162K | 0.47% | 22 |
|
|
2024
Q1 | $2.64M | Buy |
17,511
+1,160
| +7% | +$175K | 0.5% | 21 |
|
|
2023
Q4 | $2.28M | Buy |
16,351
+401
| +3% | +$56K | 0.45% | 22 |
|
|
2023
Q3 | $2.09M | Sell |
15,950
-756
| -5% | -$98.9K | 0.48% | 20 |
|
|
2023
Q2 | $2M | Buy |
16,706
+748
| +5% | +$89.5K | 0.46% | 22 |
|
|
2023
Q1 | $1.66M | Buy |
15,958
+1,543
| +11% | +$160K | 0.43% | 25 |
|
|
2022
Q4 | $1.27M | Buy |
+14,415
| New | +$1.27M | 0.4% | 35 |
|