MSWM
Mowery & Schoenfeld 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 | $1.93M | Buy |
10,971
+24
| +0.2% | +$4.23K | 2.94% | 8 |
|
|
2025
Q1 | $1.69M | Buy |
10,947
+1,441
| +15% | +$223K | 3.32% | 6 |
|
|
2024
Q4 | $1.8M | Buy |
9,506
+9,172
| +2,746% | +$1.74M | 3.5% | 5 |
|
|
2024
Q3 | $55.4K | Sell |
334
-78
| -19% | -$12.9K | 0.09% | 95 |
|
|
2024
Q2 | $75K | Buy |
412
+78
| +23% | +$14.2K | 0.11% | 77 |
|
|
2024
Q1 | $50.4K | Sell |
334
-6
| -2% | -$906 | 0.1% | 76 |
|
|
2023
Q4 | $47.5K | Buy |
+340
| New | +$47.5K | 0.1% | 73 |
|