MWM
Modern 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 | $12.6M | Buy |
71,370
+6,283
| +10% | +$1.11M | 0.31% | 81 |
|
|
2025
Q1 | $10.1M | Buy |
65,087
+12,189
| +23% | +$1.88M | 0.32% | 76 |
|
|
2024
Q4 | $10M | Buy |
52,898
+19,295
| +57% | +$3.65M | 0.37% | 63 |
|
|
2024
Q3 | $5.57M | Buy |
33,603
+1,111
| +3% | +$184K | 0.34% | 56 |
|
|
2024
Q2 | $5.92M | Buy |
32,492
+3,287
| +11% | +$599K | 0.44% | 42 |
|
|
2024
Q1 | $4.41M | Buy |
29,205
+23,060
| +375% | +$3.48M | 0.41% | 38 |
|
|
2023
Q4 | $858K | Buy |
+6,145
| New | +$858K | 0.11% | 67 |
|