MWM
MinichMacGregor 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 | – | Sell |
-1,616
| Closed | -$252K | – | 133 |
|
|
2025
Q1 | $252K | Hold |
1,616
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $308K | Buy |
+1,616
| New | +$308K | 0.06% | 96 |
|
|
2023
Q2 | – | Sell |
-6,141
| Closed | -$639K | – | 99 |
|
|
2023
Q1 | $639K | Buy |
6,141
+5,121
| +502% | +$533K | 0.21% | 53 |
|
|
2022
Q4 | $90.5K | Buy |
+1,020
| New | +$90.5K | 0.03% | 120 |
|
|
2020
Q2 | – | Sell |
-278
| Closed | -$351K | – | 82 |
|
|
2020
Q1 | $351K | Buy |
+278
| New | +$351K | 0.31% | 64 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$53K | – | 248 |
|
|
2018
Q3 | $53K | Sell |
45
-1
| -2% | -$1.18K | 0.04% | 119 |
|
|
2018
Q2 | $51K | Hold |
46
| – | – | 0.04% | 113 |
|
|
2018
Q1 | $47K | Sell |
46
-2
| -4% | -$2.04K | 0.04% | 118 |
|
|
2017
Q4 | $50K | Hold |
48
| – | – | 0.04% | 115 |
|
|
2017
Q3 | $46K | Sell |
48
-1
| -2% | -$958 | 0.04% | 109 |
|
|
2017
Q2 | $44K | Sell |
49
-9
| -16% | -$8.08K | 0.04% | 105 |
|
|
2017
Q1 | $48K | Sell |
58
-121
| -68% | -$100K | 0.04% | 105 |
|
|
2016
Q4 | $138K | Sell |
179
-1
| -0.6% | -$771 | 0.13% | 48 |
|
|
2016
Q3 | $139K | Hold |
180
| – | – | 0.13% | 46 |
|
|
2016
Q2 | $124K | Hold |
180
| – | – | 0.12% | 50 |
|
|
2016
Q1 | $134K | Buy |
180
+112
| +165% | +$83.4K | 0.13% | 49 |
|
|
2015
Q4 | $36K | Buy |
+68
| New | +$36K | 0.03% | 124 |
|