SPWG
Sage Private Wealth Group’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
4,226
+418
| +11% | +$73.7K | 0.48% | 22 |
|
|
2025
Q1 | $589K | Buy |
3,808
+100
| +3% | +$15.5K | 0.45% | 23 |
|
|
2024
Q4 | $702K | Buy |
3,708
+216
| +6% | +$40.9K | 0.53% | 22 |
|
|
2024
Q3 | $579K | Buy |
3,492
+181
| +5% | +$30K | 0.46% | 26 |
|
|
2024
Q2 | $603K | Buy |
3,311
+133
| +4% | +$24.2K | 0.51% | 27 |
|
|
2024
Q1 | $480K | Buy |
3,178
+1,222
| +62% | +$184K | 0.38% | 36 |
|
|
2023
Q4 | $273K | Buy |
+1,956
| New | +$273K | 0.24% | 50 |
|
|
2022
Q4 | – | Sell |
-560
| Closed | -$54K | – | 101 |
|
|
2022
Q3 | $54K | Buy |
560
+532
| +1,900% | +$51.3K | 0.07% | 81 |
|
|
2022
Q2 | $61K | Hold |
28
| – | – | 0.09% | 76 |
|
|
2022
Q1 | $78K | Hold |
28
| – | – | 0.08% | 77 |
|
|
2021
Q4 | $81K | Hold |
28
| – | – | 0.1% | 72 |
|
|
2021
Q3 | $75K | Hold |
28
| – | – | 0.1% | 71 |
|
|
2021
Q2 | $68K | Sell |
28
-1
| -3% | -$2.43K | 0.09% | 73 |
|
|
2021
Q1 | $60K | Hold |
29
| – | – | 0.1% | 77 |
|
|
2020
Q4 | $51K | Buy |
+29
| New | +$51K | 0.14% | 70 |
|