MWM
Meridian Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.5M | Buy |
98,875
+2,040
| +2% | +$362K | 0.75% | 22 |
|
2025
Q1 | $15.1M | Buy |
96,835
+3,369
| +4% | +$526K | 0.73% | 21 |
|
2024
Q4 | $17.8M | Buy |
93,466
+916
| +1% | +$174K | 0.84% | 17 |
|
2024
Q3 | $15.5M | Buy |
92,550
+5,756
| +7% | +$962K | 0.76% | 21 |
|
2024
Q2 | $15.9M | Buy |
+86,794
| New | +$15.9M | 1.9% | 7 |
|
2024
Q1 | – | Sell |
-85,189
| Closed | -$12M | – | 327 |
|
2023
Q4 | $12M | Buy |
85,189
+1,727
| +2% | +$243K | 0.77% | 20 |
|
2023
Q3 | $11M | Sell |
83,462
-721
| -0.9% | -$95.1K | 0.67% | 27 |
|
2023
Q2 | $10.2M | Buy |
84,183
+5,491
| +7% | +$664K | 0.86% | 17 |
|
2023
Q1 | $8.18M | Buy |
78,692
+5,356
| +7% | +$557K | 0.71% | 19 |
|
2022
Q4 | $6.51M | Buy |
73,336
+3,890
| +6% | +$345K | 0.64% | 22 |
|
2022
Q3 | $6.68M | Buy |
69,446
+66,199
| +2,039% | +$6.36M | 0.72% | 21 |
|
2022
Q2 | $7.1M | Buy |
3,247
+110
| +4% | +$241K | 0.58% | 37 |
|
2022
Q1 | $8.76M | Buy |
3,137
+137
| +5% | +$383K | 0.96% | 19 |
|
2021
Q4 | $8.68M | Buy |
3,000
+9
| +0.3% | +$26K | 0.93% | 20 |
|
2021
Q3 | $7.97M | Buy |
2,991
+26
| +0.9% | +$69.3K | 0.98% | 19 |
|
2021
Q2 | $7.43M | Buy |
2,965
+337
| +13% | +$845K | 0.95% | 17 |
|
2021
Q1 | $5.44M | Buy |
2,628
+3
| +0.1% | +$6.21K | 0.79% | 23 |
|
2020
Q4 | $4.6M | Buy |
2,625
+1,012
| +63% | +$1.77M | 0.73% | 26 |
|
2020
Q3 | $2.37M | Buy |
1,613
+1,014
| +169% | +$1.49M | 0.58% | 37 |
|
2020
Q2 | $846K | Buy |
599
+16
| +3% | +$22.6K | 0.28% | 76 |
|
2020
Q1 | $677K | Buy |
583
+24
| +4% | +$27.9K | 0.3% | 72 |
|
2019
Q4 | $747K | Buy |
559
+15
| +3% | +$20K | 0.36% | 55 |
|
2019
Q3 | $663K | Sell |
544
-25
| -4% | -$30.5K | 0.31% | 63 |
|
2019
Q2 | $6.15K | Sell |
569
-376
| -40% | -$4.07K | 0.25% | 63 |
|
2019
Q1 | $1.11M | Buy |
945
+53
| +6% | +$62.2K | 0.5% | 39 |
|
2018
Q4 | $924K | Buy |
892
+330
| +59% | +$342K | 0.54% | 38 |
|
2018
Q3 | $671K | Sell |
562
-28
| -5% | -$33.4K | 0.29% | 60 |
|
2018
Q2 | $658K | Buy |
590
+66
| +13% | +$73.6K | 0.31% | 63 |
|
2018
Q1 | $541K | Buy |
524
+285
| +119% | +$294K | 0.27% | 75 |
|
2017
Q4 | $243K | Sell |
239
-3
| -1% | -$3.05K | 0.15% | 149 |
|
2017
Q3 | $231K | Hold |
242
| – | – | 0.15% | 146 |
|
2017
Q2 | $220K | Buy |
+242
| New | +$220K | 0.14% | 152 |
|