SWM
SFG 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 | $722K | Buy |
4,098
+225
| +6% | +$39.6K | 0.44% | 39 |
|
|
2025
Q1 | $599K | Sell |
3,873
-706
| -15% | -$109K | 0.29% | 66 |
|
|
2024
Q4 | $867K | Sell |
4,579
-5,508
| -55% | -$1.04M | 0.45% | 38 |
|
|
2024
Q3 | $1.67M | Buy |
10,087
+1
| +0% | +$166 | 0.89% | 21 |
|
|
2024
Q2 | $1.84M | Buy |
10,086
+1
| +0% | +$182 | 1.05% | 17 |
|
|
2024
Q1 | $1.52M | Buy |
10,085
+45
| +0.4% | +$6.79K | 0.9% | 21 |
|
|
2023
Q4 | $1.4M | Hold |
10,040
| – | – | 0.93% | 21 |
|
|
2023
Q3 | $1.31M | Hold |
10,040
| – | – | 1.04% | 16 |
|
|
2023
Q2 | $1.2M | Buy |
10,040
+1,200
| +14% | +$144K | 1.01% | 19 |
|
|
2023
Q1 | $917K | Hold |
8,840
| – | – | 1.02% | 23 |
|
|
2022
Q4 | $780K | Buy |
8,840
+2,000
| +29% | +$176K | 0.96% | 24 |
|
|
2022
Q3 | $654K | Buy |
6,840
+6,498
| +1,900% | +$621K | 0.88% | 27 |
|
|
2022
Q2 | $745K | Hold |
342
| – | – | 0.87% | 32 |
|
|
2022
Q1 | $951K | Buy |
342
+99
| +41% | +$275K | 0.89% | 32 |
|
|
2021
Q4 | $704K | Buy |
+243
| New | +$704K | 0.63% | 40 |
|