PWM
Palumbo 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 | $3.83M | Buy |
21,728
+809
| +4% | +$143K | 1.19% | 19 |
|
|
2025
Q1 | $3.23M | Buy |
20,919
+4,773
| +30% | +$738K | 1.08% | 25 |
|
|
2024
Q4 | $3.06M | Buy |
16,146
+4,141
| +34% | +$784K | 1.14% | 21 |
|
|
2024
Q3 | $1.99M | Buy |
12,005
+307
| +3% | +$50.9K | 0.77% | 36 |
|
|
2024
Q2 | $2.13M | Buy |
11,698
+219
| +2% | +$39.9K | 0.9% | 30 |
|
|
2024
Q1 | $1.73M | Buy |
11,479
+1,099
| +11% | +$166K | 0.78% | 35 |
|
|
2023
Q4 | $1.45M | Sell |
10,380
-3,452
| -25% | -$482K | 0.74% | 33 |
|
|
2023
Q3 | $1.81M | Buy |
13,832
+3,843
| +38% | +$503K | 1% | 21 |
|
|
2023
Q2 | $1.2M | Sell |
9,989
-3,180
| -24% | -$381K | 0.73% | 27 |
|
|
2023
Q1 | $1.37M | Buy |
+13,169
| New | +$1.37M | 0.91% | 22 |
|