MIM
Montgomery Investment Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,300
| Closed | -$246K | – | 95 |
|
|
2024
Q4 | $246K | Hold |
1,300
| – | – | 0.1% | 84 |
|
|
2024
Q3 | $216K | Hold |
1,300
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $237K | Buy |
+1,300
| New | +$237K | 0.09% | 81 |
|
|
2024
Q1 | – | Sell |
-1,700
| Closed | -$237K | – | 89 |
|
|
2023
Q4 | $237K | Hold |
1,700
| – | – | 0.07% | 83 |
|
|
2023
Q3 | $222K | Hold |
1,700
| – | – | 0.08% | 83 |
|
|
2023
Q2 | $203K | Buy |
+1,700
| New | +$203K | 0.07% | 86 |
|
|
2022
Q2 | – | Sell |
-85
| Closed | -$236K | – | 82 |
|
|
2022
Q1 | $236K | Hold |
85
| – | – | 0.08% | 80 |
|
|
2021
Q4 | $246K | Hold |
85
| – | – | 0.08% | 77 |
|
|
2021
Q3 | $227K | Buy |
+85
| New | +$227K | 0.08% | 79 |
|