MWM
MinichMacGregor 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 | $369K | Sell |
2,094
-1,432
| -41% | -$252K | 0.08% | 92 |
|
|
2025
Q1 | $545K | Buy |
3,526
+228
| +7% | +$35.3K | 0.12% | 67 |
|
|
2024
Q4 | $624K | Buy |
3,298
+870
| +36% | +$165K | 0.13% | 64 |
|
|
2024
Q3 | $403K | Sell |
2,428
-656
| -21% | -$109K | 0.09% | 73 |
|
|
2024
Q2 | $562K | Buy |
3,084
+739
| +32% | +$135K | 0.14% | 59 |
|
|
2024
Q1 | $365K | Hold |
2,345
| – | – | 0.09% | 75 |
|
|
2023
Q4 | $328K | Sell |
2,345
-444
| -16% | -$62K | 0.09% | 76 |
|
|
2023
Q3 | $365K | Buy |
2,789
+134
| +5% | +$17.5K | 0.12% | 64 |
|
|
2023
Q2 | $318K | Sell |
2,655
-8
| -0.3% | -$958 | 0.1% | 74 |
|
|
2023
Q1 | $276K | Buy |
2,663
+1
| +0% | +$104 | 0.09% | 77 |
|
|
2022
Q4 | $235K | Buy |
2,662
+184
| +7% | +$16.2K | 0.08% | 71 |
|
|
2022
Q3 | $237K | Buy |
2,478
+2,349
| +1,821% | +$225K | 0.09% | 72 |
|
|
2022
Q2 | $281K | Buy |
129
+1
| +0.8% | +$2.18K | 0.12% | 62 |
|
|
2022
Q1 | $356K | Buy |
128
+6
| +5% | +$16.7K | 0.11% | 69 |
|
|
2021
Q4 | $353K | Buy |
122
+4
| +3% | +$11.6K | 0.11% | 70 |
|
|
2021
Q3 | $315K | Sell |
118
-1
| -0.8% | -$2.67K | 0.11% | 65 |
|
|
2021
Q2 | $290K | Buy |
119
+1
| +0.8% | +$2.44K | 0.1% | 67 |
|
|
2021
Q1 | $243K | Sell |
118
-7
| -6% | -$14.4K | 0.09% | 70 |
|
|
2020
Q4 | $219K | Buy |
+125
| New | +$219K | 0.09% | 74 |
|
|
2020
Q2 | – | Sell |
-364
| Closed | -$458K | – | 83 |
|
|
2020
Q1 | $458K | Buy |
+364
| New | +$458K | 0.41% | 60 |
|
|
2018
Q4 | – | Sell |
-74
| Closed | -$89K | – | 249 |
|
|
2018
Q3 | $89K | Buy |
74
+39
| +111% | +$46.9K | 0.06% | 91 |
|
|
2018
Q2 | $39K | Sell |
35
-2
| -5% | -$2.23K | 0.03% | 124 |
|
|
2018
Q1 | $38K | Buy |
37
+2
| +6% | +$2.05K | 0.03% | 131 |
|
|
2017
Q4 | $36K | Hold |
35
| – | – | 0.03% | 135 |
|
|
2017
Q3 | $34K | Hold |
35
| – | – | 0.03% | 137 |
|
|
2017
Q2 | $32K | Hold |
35
| – | – | 0.03% | 132 |
|
|
2017
Q1 | $29K | Sell |
35
-70
| -67% | -$58K | 0.03% | 137 |
|
|
2016
Q4 | $83K | Sell |
105
-3
| -3% | -$2.37K | 0.08% | 74 |
|
|
2016
Q3 | $86K | Hold |
108
| – | – | 0.08% | 76 |
|
|
2016
Q2 | $75K | Sell |
108
-23
| -18% | -$16K | 0.07% | 80 |
|
|
2016
Q1 | $99K | Buy |
131
+67
| +105% | +$50.6K | 0.1% | 63 |
|
|
2015
Q4 | $34K | Buy |
+64
| New | +$34K | 0.03% | 130 |
|