PWM
Palumbo Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.22M | Buy |
12,501
+366
| +3% | +$64.9K | 0.69% | 39 |
|
2025
Q1 | $1.9M | Buy |
12,135
+738
| +6% | +$115K | 0.63% | 43 |
|
2024
Q4 | $2.17M | Sell |
11,397
-68
| -0.6% | -$13K | 0.81% | 32 |
|
2024
Q3 | $1.92M | Buy |
11,465
+12
| +0.1% | +$2.01K | 0.75% | 37 |
|
2024
Q2 | $2.1M | Buy |
11,453
+1,951
| +21% | +$358K | 0.89% | 31 |
|
2024
Q1 | $1.45M | Buy |
9,502
+914
| +11% | +$139K | 0.65% | 44 |
|
2023
Q4 | $1.21M | Buy |
8,588
+481
| +6% | +$67.8K | 0.62% | 41 |
|
2023
Q3 | $1.07M | Buy |
8,107
+2,617
| +48% | +$345K | 0.59% | 41 |
|
2023
Q2 | $664K | Buy |
5,490
+820
| +18% | +$99.2K | 0.41% | 49 |
|
2023
Q1 | $486K | Buy |
4,670
+353
| +8% | +$36.7K | 0.32% | 58 |
|
2022
Q4 | $383K | Buy |
4,317
+157
| +4% | +$13.9K | 0.3% | 61 |
|
2022
Q3 | $400K | Buy |
4,160
+3,953
| +1,910% | +$380K | 0.34% | 57 |
|
2022
Q2 | $453K | Sell |
207
-4
| -2% | -$8.75K | 0.36% | 56 |
|
2022
Q1 | $589K | Buy |
211
+13
| +7% | +$36.3K | 0.38% | 56 |
|
2021
Q4 | $573K | Buy |
198
+7
| +4% | +$20.3K | 0.36% | 59 |
|
2021
Q3 | $509K | Sell |
191
-2
| -1% | -$5.33K | 0.34% | 64 |
|
2021
Q2 | $484K | Hold |
193
| – | – | 0.32% | 65 |
|
2021
Q1 | $399K | Hold |
193
| – | – | 0.3% | 69 |
|
2020
Q4 | $338K | Buy |
+193
| New | +$338K | 0.27% | 68 |
|