MWM
MGB 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 | $2.34M | Sell |
13,263
-1,351
| -9% | -$238K | 0.77% | 26 |
|
|
2025
Q1 | $2.26M | Buy |
14,614
+680
| +5% | +$105K | 0.82% | 28 |
|
|
2024
Q4 | $2.64M | Buy |
13,934
+683
| +5% | +$130K | 0.82% | 21 |
|
|
2024
Q3 | $2.19M | Sell |
13,251
-1,570
| -11% | -$260K | 0.8% | 26 |
|
|
2024
Q2 | $2.74M | Buy |
14,821
+165
| +1% | +$30.6K | 1.03% | 18 |
|
|
2024
Q1 | $2.21M | Buy |
14,656
+560
| +4% | +$84.5K | 0.9% | 22 |
|
|
2023
Q4 | $1.97M | Buy |
+14,096
| New | +$1.97M | 0.99% | 22 |
|