PWM
PBMares 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 | $931K | Buy |
5,285
+69
| +1% | +$12.2K | 0.17% | 74 |
|
|
2025
Q1 | $807K | Sell |
5,216
-29
| -0.6% | -$4.48K | 0.16% | 78 |
|
|
2024
Q4 | $993K | Buy |
5,245
+112
| +2% | +$21.2K | 0.2% | 69 |
|
|
2024
Q3 | $851K | Buy |
5,133
+146
| +3% | +$24.2K | 0.18% | 76 |
|
|
2024
Q2 | $908K | Sell |
4,987
-480
| -9% | -$87.4K | 0.22% | 71 |
|
|
2024
Q1 | $825K | Buy |
5,467
+772
| +16% | +$117K | 0.21% | 76 |
|
|
2023
Q4 | $656K | Buy |
4,695
+221
| +5% | +$30.9K | 0.2% | 80 |
|
|
2023
Q3 | $585K | Sell |
4,474
-269
| -6% | -$35.2K | 0.21% | 82 |
|
|
2023
Q2 | $568K | Buy |
4,743
+12
| +0.3% | +$1.44K | 0.2% | 88 |
|
|
2023
Q1 | $491K | Buy |
4,731
+181
| +4% | +$18.8K | 0.18% | 100 |
|
|
2022
Q4 | $401K | Sell |
4,550
-1,190
| -21% | -$105K | 0.16% | 108 |
|
|
2022
Q3 | $549K | Buy |
5,740
+5,468
| +2,010% | +$523K | 0.24% | 81 |
|
|
2022
Q2 | $593K | Sell |
272
-13
| -5% | -$28.3K | 0.25% | 72 |
|
|
2022
Q1 | $793K | Buy |
285
+23
| +9% | +$64K | 0.49% | 50 |
|
|
2021
Q4 | $759K | Buy |
262
+5
| +2% | +$14.5K | 0.32% | 67 |
|
|
2021
Q3 | $687K | Hold |
257
| – | – | 0.33% | 70 |
|
|
2021
Q2 | $628K | Hold |
257
| – | – | 0.34% | 70 |
|
|
2021
Q1 | $530K | Buy |
257
+75
| +41% | +$155K | 0.43% | 74 |
|
|
2020
Q4 | $319K | Buy |
182
+2
| +1% | +$3.51K | 0.37% | 87 |
|
|
2020
Q3 | $264K | Hold |
180
| – | – | 0.39% | 82 |
|
|
2020
Q2 | $255K | Sell |
180
-14
| -7% | -$19.8K | 0.38% | 85 |
|
|
2020
Q1 | $225K | Buy |
194
+12
| +7% | +$13.9K | 0.35% | 92 |
|
|
2019
Q4 | $244K | Buy |
+182
| New | +$244K | 0.29% | 105 |
|