Private Wealth Management Group’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Sell
1,479
-5
-0.3% -$887 0.09% 70
2025
Q1
$232K Sell
1,484
-146
-9% -$22.8K 0.09% 75
2024
Q4
$310K Buy
1,630
+131
+9% +$25K 0.12% 65
2024
Q3
$251K Buy
1,499
+27
+2% +$4.52K 0.1% 67
2024
Q2
$270K Sell
1,472
-95
-6% -$17.4K 0.12% 64
2024
Q1
$239K Buy
1,567
+227
+17% +$34.6K 0.11% 61
2023
Q4
$189K Buy
+1,340
New +$189K 0.09% 70