SWM
Selective Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
1,975
-70
| -3% | -$12.4K | 0.13% | 73 |
|
|
2025
Q1 | $326K | Sell |
2,045
-23
| -1% | -$3.67K | 0.14% | 69 |
|
|
2024
Q4 | $395K | Sell |
2,068
-110
| -5% | -$21K | 0.16% | 63 |
|
|
2024
Q3 | $361K | Buy |
2,178
+368
| +20% | +$61K | 0.15% | 71 |
|
|
2024
Q2 | $345K | Sell |
1,810
-56
| -3% | -$10.7K | 0.15% | 72 |
|
|
2024
Q1 | $294K | Buy |
1,866
+328
| +21% | +$51.7K | 0.13% | 82 |
|
|
2023
Q4 | $212K | Sell |
1,538
-21
| -1% | -$2.9K | 0.11% | 83 |
|
|
2023
Q3 | $212K | Sell |
1,559
-600
| -28% | -$81.8K | 0.12% | 80 |
|
|
2023
Q2 | $252K | Buy |
+2,159
| New | +$252K | 0.13% | 91 |
|
|
2022
Q4 | $3.54M | Sell |
35,613
-21,345
| -37% | -$2.12M | 1.87% | 17 |
|
|
2022
Q3 | $5.48M | Buy |
56,958
+53,853
| +1,734% | +$5.18M | 2.35% | 12 |
|
|
2022
Q2 | $6.79M | Buy |
3,105
+777
| +33% | +$1.7M | 2.42% | 10 |
|
|
2022
Q1 | $6.5M | Sell |
2,328
-42
| -2% | -$117K | 2.36% | 13 |
|
|
2021
Q4 | $6.86M | Buy |
2,370
+163
| +7% | +$472K | 2.8% | 13 |
|
|
2021
Q3 | $5.88M | Buy |
2,207
+2,185
| +9,932% | +$5.82M | 3.12% | 9 |
|
|
2021
Q2 | $55K | Buy |
22
+5
| +29% | +$12.5K | 0.04% | 181 |
|
|
2021
Q1 | $35K | Sell |
17
-8,229
| -100% | -$16.9M | 0.03% | 146 |
|
|
2020
Q4 | $14.4M | Hold |
8,246
| – | – | 9.33% | 2 |
|
|
2020
Q3 | $12.1M | Hold |
8,246
| – | – | 9.51% | 3 |
|
|
2020
Q2 | $11.7M | Sell |
8,246
-28
| -0.3% | -$39.6K | 9.66% | 3 |
|
|
2020
Q1 | $9.62M | Buy |
8,274
+867
| +12% | +$1.01M | 15.07% | 1 |
|
|
2019
Q4 | $9.9M | Hold |
7,407
| – | – | 11.98% | 3 |
|
|
2019
Q3 | $9.03M | Sell |
7,407
-23
| -0.3% | -$28K | 12.42% | 3 |
|
|
2019
Q2 | $8.03M | Buy |
7,430
+69
| +0.9% | +$74.6K | 12.99% | 3 |
|
|
2019
Q1 | $8.64M | Buy |
+7,361
| New | +$8.64M | 10.43% | 3 |
|
|
2018
Q3 | $36K | Buy |
+30
| New | +$36K | 0.43% | 42 |
|