SWM
Selective 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 | $654K | Buy |
3,701
+334
| +10% | +$59K | 0.24% | 45 |
|
|
2025
Q1 | $529K | Buy |
3,367
+30
| +0.9% | +$4.72K | 0.23% | 54 |
|
|
2024
Q4 | $633K | Buy |
3,337
+100
| +3% | +$19K | 0.26% | 49 |
|
|
2024
Q3 | $532K | Buy |
3,237
+809
| +33% | +$133K | 0.22% | 55 |
|
|
2024
Q2 | $459K | Sell |
2,428
-120
| -5% | -$22.7K | 0.2% | 63 |
|
|
2024
Q1 | $398K | Hold |
2,548
| – | – | 0.17% | 70 |
|
|
2023
Q4 | $348K | Sell |
2,548
-492
| -16% | -$67.1K | 0.18% | 59 |
|
|
2023
Q3 | $411K | Sell |
3,040
-987
| -25% | -$133K | 0.23% | 52 |
|
|
2023
Q2 | $469K | Buy |
+4,027
| New | +$469K | 0.23% | 54 |
|
|
2022
Q4 | $460K | Buy |
4,693
+282
| +6% | +$27.6K | 0.24% | 56 |
|
|
2022
Q3 | $422K | Buy |
4,411
+4,162
| +1,671% | +$398K | 0.18% | 73 |
|
|
2022
Q2 | $543K | Buy |
249
+76
| +44% | +$166K | 0.19% | 70 |
|
|
2022
Q1 | $481K | Buy |
173
+32
| +23% | +$89K | 0.17% | 69 |
|
|
2021
Q4 | $408K | Sell |
141
-50
| -26% | -$145K | 0.17% | 68 |
|
|
2021
Q3 | $511K | Buy |
191
+24
| +14% | +$64.2K | 0.27% | 43 |
|
|
2021
Q2 | $408K | Buy |
167
+110
| +193% | +$269K | 0.33% | 38 |
|
|
2021
Q1 | $118K | Buy |
57
+50
| +714% | +$104K | 0.11% | 71 |
|
|
2020
Q4 | $12K | Hold |
7
| – | – | 0.01% | 225 |
|
|
2020
Q3 | $10K | Hold |
7
| – | – | 0.01% | 202 |
|
|
2020
Q2 | $10K | Hold |
7
| – | – | 0.01% | 239 |
|
|
2020
Q1 | $8K | Hold |
7
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $9K | Hold |
7
| – | – | 0.01% | 167 |
|
|
2019
Q3 | $9K | Buy |
+7
| New | +$9K | 0.01% | 172 |
|