SPWG
Sage Private Wealth Group’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $947K | Buy |
5,340
+415
| +8% | +$73.6K | 0.61% | 16 |
|
2025
Q1 | $770K | Buy |
4,925
+46
| +0.9% | +$7.19K | 0.58% | 18 |
|
2024
Q4 | $929K | Buy |
4,879
+113
| +2% | +$21.5K | 0.7% | 16 |
|
2024
Q3 | $797K | Buy |
4,766
+205
| +4% | +$34.3K | 0.63% | 15 |
|
2024
Q2 | $837K | Buy |
4,561
+733
| +19% | +$134K | 0.7% | 14 |
|
2024
Q1 | $583K | Buy |
3,828
+1,536
| +67% | +$234K | 0.47% | 29 |
|
2023
Q4 | $323K | Sell |
2,292
-282
| -11% | -$39.7K | 0.29% | 45 |
|
2023
Q3 | $339K | Buy |
2,574
+130
| +5% | +$17.1K | 0.47% | 30 |
|
2023
Q2 | $296K | Hold |
2,444
| – | – | 0.4% | 35 |
|
2023
Q1 | $254K | Buy |
2,444
+4
| +0.2% | +$416 | 0.29% | 39 |
|
2022
Q4 | $217K | Hold |
2,440
| – | – | 0.26% | 44 |
|
2022
Q3 | $235K | Buy |
2,440
+2,318
| +1,900% | +$223K | 0.31% | 42 |
|
2022
Q2 | $267K | Buy |
122
+6
| +5% | +$13.1K | 0.38% | 38 |
|
2022
Q1 | $324K | Buy |
116
+11
| +10% | +$30.7K | 0.32% | 37 |
|
2021
Q4 | $303K | Sell |
105
-5
| -5% | -$14.4K | 0.38% | 32 |
|
2021
Q3 | $293K | Hold |
110
| – | – | 0.4% | 29 |
|
2021
Q2 | $276K | Hold |
110
| – | – | 0.37% | 30 |
|
2021
Q1 | $228K | Sell |
110
-7
| -6% | -$14.5K | 0.39% | 32 |
|
2020
Q4 | $205K | Buy |
+117
| New | +$205K | 0.57% | 36 |
|