PWM
Prosperity 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 | $2.05M | Buy |
11,653
+1,460
| +14% | +$257K | 0.76% | 26 |
|
2025
Q1 | $1.58M | Buy |
10,193
+1,713
| +20% | +$265K | 0.74% | 27 |
|
2024
Q4 | $1.61M | Buy |
8,480
+107
| +1% | +$20.3K | 0.66% | 25 |
|
2024
Q3 | $1.39M | Buy |
8,373
+332
| +4% | +$55.1K | 0.56% | 30 |
|
2024
Q2 | $1.46M | Buy |
8,041
+1,926
| +31% | +$351K | 0.72% | 26 |
|
2024
Q1 | $923K | Buy |
6,115
+2,203
| +56% | +$332K | 0.44% | 39 |
|
2023
Q4 | $546K | Sell |
3,912
-1,346
| -26% | -$188K | 0.36% | 44 |
|
2023
Q3 | $688K | Buy |
5,258
+445
| +9% | +$58.2K | 0.44% | 38 |
|
2023
Q2 | $576K | Sell |
4,813
-502
| -9% | -$60.1K | 0.37% | 35 |
|
2023
Q1 | $551K | Buy |
5,315
+231
| +5% | +$24K | 0.44% | 43 |
|
2022
Q4 | $449K | Buy |
+5,084
| New | +$449K | 0.42% | 49 |
|