SWM
Salvus 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 | $248K | Sell |
1,407
-35
| -2% | -$6.17K | 0.14% | 109 |
|
2025
Q1 | $223K | Sell |
1,442
-9
| -0.6% | -$1.39K | 0.14% | 110 |
|
2024
Q4 | $275K | Sell |
1,451
-30
| -2% | -$5.68K | 0.18% | 102 |
|
2024
Q3 | $246K | Buy |
1,481
+47
| +3% | +$7.8K | 0.15% | 105 |
|
2024
Q2 | $261K | Buy |
+1,434
| New | +$261K | 0.18% | 99 |
|
2023
Q2 | – | Sell |
-2,868
| Closed | -$297K | – | 103 |
|
2023
Q1 | $297K | Hold |
2,868
| – | – | 0.24% | 93 |
|
2022
Q4 | $253K | Buy |
2,868
+48
| +2% | +$4.24K | 0.23% | 84 |
|
2022
Q3 | $270K | Buy |
2,820
+2,679
| +1,900% | +$257K | 0.26% | 88 |
|
2022
Q2 | $307K | Hold |
141
| – | – | 0.27% | 84 |
|
2022
Q1 | $392K | Sell |
141
-68
| -33% | -$189K | 0.3% | 79 |
|
2021
Q4 | $605K | Buy |
209
+11
| +6% | +$31.8K | 0.44% | 52 |
|
2021
Q3 | $529K | Buy |
198
+15
| +8% | +$40.1K | 0.43% | 56 |
|
2021
Q2 | $448K | Buy |
183
+36
| +24% | +$88.1K | 0.38% | 61 |
|
2021
Q1 | $331K | Buy |
147
+19
| +15% | +$42.8K | 0.31% | 72 |
|
2020
Q4 | $230K | Buy |
+128
| New | +$230K | 0.25% | 76 |
|