MWM
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Mindset 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
$2.97M Buy
16,868
+353
+2% +$62.2K 0.97% 8
2025
Q1
$2.55M Buy
16,515
+1,622
+11% +$251K 0.99% 7
2024
Q4
$2.82M Buy
14,893
+1,571
+12% +$297K 1.03% 5
2024
Q3
$2.21M Buy
+13,322
New +$2.21M 0.91% 7