SWM
SFG 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 | $676K | Sell |
3,811
-38
| -1% | -$6.74K | 0.41% | 41 |
|
|
2025
Q1 | $601K | Sell |
3,849
-1,022
| -21% | -$160K | 0.29% | 65 |
|
|
2024
Q4 | $928K | Sell |
4,871
-88
| -2% | -$16.8K | 0.49% | 34 |
|
|
2024
Q3 | $829K | Sell |
4,959
-499
| -9% | -$83.4K | 0.44% | 39 |
|
|
2024
Q2 | $1M | Sell |
5,458
-6
| -0.1% | -$1.1K | 0.57% | 33 |
|
|
2024
Q1 | $832K | Sell |
5,464
-607
| -10% | -$92.4K | 0.49% | 31 |
|
|
2023
Q4 | $856K | Hold |
6,071
| – | – | 0.57% | 32 |
|
|
2023
Q3 | $800K | Sell |
6,071
-14
| -0.2% | -$1.85K | 0.64% | 32 |
|
|
2023
Q2 | $736K | Buy |
6,085
+760
| +14% | +$91.9K | 0.62% | 31 |
|
|
2023
Q1 | $554K | Buy |
5,325
+320
| +6% | +$33.3K | 0.61% | 28 |
|
|
2022
Q4 | $444K | Sell |
5,005
-995
| -17% | -$88.3K | 0.55% | 37 |
|
|
2022
Q3 | $577K | Buy |
6,000
+5,676
| +1,752% | +$546K | 0.78% | 29 |
|
|
2022
Q2 | $709K | Sell |
324
-8
| -2% | -$17.5K | 0.83% | 33 |
|
|
2022
Q1 | $927K | Buy |
332
+1
| +0.3% | +$2.79K | 0.87% | 33 |
|
|
2021
Q4 | $958K | Buy |
+331
| New | +$958K | 0.85% | 34 |
|