SWMG
Sard Wealth Management 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 | $329K | Buy |
1,866
+1
| +0.1% | +$176 | 0.2% | 37 |
|
|
2025
Q1 | $288K | Buy |
1,865
+2
| +0.1% | +$309 | 0.19% | 35 |
|
|
2024
Q4 | $353K | Sell |
1,863
-208
| -10% | -$39.4K | 0.24% | 31 |
|
|
2024
Q3 | $343K | Buy |
2,071
+2
| +0.1% | +$332 | 0.23% | 32 |
|
|
2024
Q2 | $377K | Buy |
2,069
+134
| +7% | +$24.4K | 0.26% | 30 |
|
|
2024
Q1 | $292K | Sell |
1,935
-31
| -2% | -$4.68K | 0.26% | 32 |
|
|
2023
Q4 | $275K | Buy |
+1,966
| New | +$275K | 0.28% | 33 |
|