MWM
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Mindset 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
$1.05M Buy
5,930
+196
+3% +$34.8K 0.34% 29
2025
Q1
$896K Buy
5,734
+811
+16% +$127K 0.35% 28
2024
Q4
$937K Buy
4,923
+424
+9% +$80.7K 0.34% 20
2024
Q3
$752K Buy
+4,499
New +$752K 0.31% 28