OWM
Opes 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 | $1.56M | Sell |
8,828
-1,988
| -18% | -$350K | 0.28% | 56 |
|
|
2025
Q1 | $1.67M | Sell |
10,816
-66
| -0.6% | -$10.2K | 0.34% | 52 |
|
|
2024
Q4 | $2.06M | Buy |
10,882
+3,431
| +46% | +$649K | 0.42% | 48 |
|
|
2024
Q3 | $1.24M | Sell |
7,451
-50
| -0.7% | -$8.29K | 0.24% | 54 |
|
|
2024
Q2 | $1.37M | Buy |
7,501
+107
| +1% | +$19.5K | 0.29% | 52 |
|
|
2024
Q1 | $1.12M | Sell |
7,394
-692
| -9% | -$104K | 0.26% | 55 |
|
|
2023
Q4 | $1.13M | Buy |
8,086
+1,212
| +18% | +$169K | 0.27% | 53 |
|
|
2023
Q3 | $900K | Sell |
6,874
-1,216
| -15% | -$159K | 0.25% | 58 |
|
|
2023
Q2 | $968K | Buy |
8,090
+190
| +2% | +$22.7K | 0.27% | 54 |
|
|
2023
Q1 | $819K | Buy |
7,900
+230
| +3% | +$23.9K | 0.26% | 52 |
|
|
2022
Q4 | $677K | Sell |
7,670
-870
| -10% | -$76.8K | 0.25% | 58 |
|
|
2022
Q3 | $817K | Buy |
8,540
+8,113
| +1,900% | +$776K | 0.33% | 48 |
|
|
2022
Q2 | $931K | Buy |
427
+3
| +0.7% | +$6.54K | 0.37% | 47 |
|
|
2022
Q1 | $1.18M | Buy |
424
+5
| +1% | +$13.9K | 0.38% | 48 |
|
|
2021
Q4 | $1.21M | Buy |
419
+39
| +10% | +$113K | 0.38% | 45 |
|
|
2021
Q3 | $1.02M | Hold |
380
| – | – | 0.36% | 46 |
|
|
2021
Q2 | $928K | Sell |
380
-14
| -4% | -$34.2K | 0.34% | 40 |
|
|
2021
Q1 | $813K | Buy |
394
+4
| +1% | +$8.25K | 0.32% | 41 |
|
|
2020
Q4 | $684K | Sell |
390
-25
| -6% | -$43.8K | 0.33% | 43 |
|
|
2020
Q3 | $608K | Hold |
415
| – | – | 0.29% | 40 |
|
|
2020
Q2 | $588K | Buy |
415
+231
| +126% | +$327K | 0.3% | 42 |
|
|
2020
Q1 | $214K | Buy |
184
+2
| +1% | +$2.33K | 0.16% | 45 |
|
|
2019
Q4 | $244K | Sell |
182
-92
| -34% | -$123K | 0.15% | 45 |
|
|
2019
Q3 | $335K | Buy |
+274
| New | +$335K | 0.22% | 38 |
|