PWP
Precedent Wealth Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $740K | Buy |
4,198
+381
| +10% | +$67.1K | 0.18% | 115 |
|
2025
Q1 | $590K | Sell |
3,817
-600
| -14% | -$92.8K | 0.16% | 114 |
|
2024
Q4 | $836K | Buy |
4,417
+965
| +28% | +$183K | 0.27% | 93 |
|
2024
Q3 | $573K | Hold |
3,452
| – | – | 0.19% | 106 |
|
2024
Q2 | $629K | Hold |
3,452
| – | – | 0.25% | 91 |
|
2024
Q1 | $521K | Hold |
3,452
| – | – | 0.22% | 95 |
|
2023
Q4 | $482K | Buy |
+3,452
| New | +$482K | 0.25% | 90 |
|