NWM
Northwest 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 | $645K | Buy |
3,659
+659
| +22% | +$116K | 0.12% | 90 |
|
2025
Q1 | $464K | Buy |
3,000
+91
| +3% | +$14.1K | 0.09% | 100 |
|
2024
Q4 | $551K | Buy |
2,909
+253
| +10% | +$47.9K | 0.12% | 92 |
|
2024
Q3 | $441K | Sell |
2,656
-10
| -0.4% | -$1.66K | 0.1% | 101 |
|
2024
Q2 | $486K | Buy |
2,666
+117
| +5% | +$21.3K | 0.13% | 94 |
|
2024
Q1 | $385K | Buy |
+2,549
| New | +$385K | 0.11% | 109 |
|
2022
Q3 | – | Sell |
-119
| Closed | -$259K | – | 140 |
|
2022
Q2 | $259K | Buy |
+119
| New | +$259K | 0.11% | 118 |
|
2019
Q2 | – | Sell |
-189
| Closed | -$222K | – | 267 |
|
2019
Q1 | $222K | Buy |
189
+67
| +55% | +$78.7K | 0.17% | 104 |
|
2018
Q4 | $127K | Sell |
122
-127
| -51% | -$132K | 0.11% | 126 |
|
2018
Q3 | $301K | Buy |
249
+47
| +23% | +$56.8K | 0.23% | 90 |
|
2018
Q2 | $228K | Hold |
202
| – | – | 0.17% | 98 |
|
2018
Q1 | $210K | Buy |
+202
| New | +$210K | 0.16% | 103 |
|
2017
Q3 | – | Sell |
-231
| Closed | -$215K | – | 77 |
|
2017
Q2 | $215K | Buy |
+231
| New | +$215K | 0.2% | 92 |
|