SWM
Sendero 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 | $20.6M | Sell |
117,120
-17,807
| -13% | -$3.14M | 2.58% | 8 |
|
|
2025
Q1 | $20.9M | Buy |
134,927
+9,587
| +8% | +$1.48M | 2.9% | 6 |
|
|
2024
Q4 | $23.7M | Buy |
125,340
+2,943
| +2% | +$557K | 3.53% | 4 |
|
|
2024
Q3 | $20.3M | Sell |
122,397
-6,941
| -5% | -$1.15M | 3.2% | 4 |
|
|
2024
Q2 | $23.6M | Buy |
129,338
+3,219
| +3% | +$586K | 3.96% | 4 |
|
|
2024
Q1 | $19M | Sell |
126,119
-582
| -0.5% | -$87.8K | 3.27% | 4 |
|
|
2023
Q4 | $17.7M | Buy |
126,701
+48
| +0% | +$6.71K | 3.34% | 4 |
|
|
2023
Q3 | $16.6M | Buy |
126,653
+11,058
| +10% | +$1.45M | 3.56% | 4 |
|
|
2023
Q2 | $13.8M | Buy |
115,595
+8,997
| +8% | +$1.08M | 3.02% | 6 |
|
|
2023
Q1 | $11.1M | Sell |
106,598
-18,043
| -14% | -$1.87M | 3.39% | 4 |
|
|
2022
Q4 | $11M | Buy |
124,641
+41,771
| +50% | +$3.69M | 3.91% | 3 |
|
|
2022
Q3 | $7.93M | Buy |
82,870
+79,814
| +2,612% | +$7.63M | 3.3% | 4 |
|
|
2022
Q2 | $6.66M | Buy |
3,056
+121
| +4% | +$264K | 6.38% | 3 |
|
|
2022
Q1 | $8.16M | Buy |
2,935
+96
| +3% | +$267K | 3.76% | 5 |
|
|
2021
Q4 | $8.23M | Buy |
+2,839
| New | +$8.23M | 3.65% | 4 |
|