PWM
Provident 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 | $122K | Sell |
694
-605
| -47% | -$107K | 0.04% | 90 |
|
2025
Q1 | $201K | Hold |
1,299
| – | – | 0.07% | 77 |
|
2024
Q4 | $246K | Buy |
1,299
+399
| +44% | +$75.5K | 0.08% | 71 |
|
2024
Q3 | $149K | Buy |
900
+149
| +20% | +$24.7K | 0.05% | 85 |
|
2024
Q2 | $137K | Buy |
+751
| New | +$137K | 0.05% | 83 |
|
2022
Q1 | – | Sell |
-4
| Closed | -$12K | – | 98 |
|
2021
Q4 | $12K | Buy |
+4
| New | +$12K | 0.01% | 82 |
|