SPWM
Schrum Private 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 | $476K | Buy |
2,702
+21
| +0.8% | +$3.7K | 0.38% | 68 |
|
2025
Q1 | $415K | Buy |
2,681
+57
| +2% | +$8.82K | 0.36% | 72 |
|
2024
Q4 | $497K | Sell |
2,624
-424
| -14% | -$80.3K | 0.42% | 62 |
|
2024
Q3 | $505K | Buy |
3,048
+425
| +16% | +$70.5K | 0.26% | 92 |
|
2024
Q2 | $478K | Hold |
2,623
| – | – | 0.43% | 61 |
|
2024
Q1 | $396K | Buy |
2,623
+1,100
| +72% | +$166K | 0.36% | 71 |
|
2023
Q4 | $213K | Sell |
1,523
-1,000
| -40% | -$140K | 0.3% | 91 |
|
2023
Q3 | $330K | Hold |
2,523
| – | – | 0.38% | 69 |
|
2023
Q2 | $302K | Hold |
2,523
| – | – | 0.33% | 77 |
|
2023
Q1 | $262K | Hold |
2,523
| – | – | 0.3% | 88 |
|
2022
Q4 | $223K | Buy |
2,523
+83
| +3% | +$7.32K | 0.26% | 100 |
|
2022
Q3 | $234K | Buy |
2,440
+2,318
| +1,900% | +$222K | 0.3% | 97 |
|
2022
Q2 | $266K | Hold |
122
| – | – | 0.3% | 90 |
|
2022
Q1 | $330K | Buy |
122
+6
| +5% | +$16.2K | 0.33% | 86 |
|
2021
Q4 | $336K | Buy |
+116
| New | +$336K | 0.31% | 86 |
|