SWA
SFMG Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
74,310
+1,014
| +1% | +$180K | 0.99% | 16 |
|
|
2025
Q1 | $11.5M | Sell |
73,296
-1,296
| -2% | -$202K | 0.9% | 16 |
|
|
2024
Q4 | $14.2M | Buy |
74,592
+4,654
| +7% | +$886K | 1.12% | 13 |
|
|
2024
Q3 | $11.7M | Sell |
69,938
-16
| -0% | -$2.68K | 0.95% | 16 |
|
|
2024
Q2 | $12.8M | Sell |
69,954
-1,028
| -1% | -$189K | 1.12% | 15 |
|
|
2024
Q1 | $10.8M | Buy |
70,982
+80
| +0.1% | +$12.2K | 0.93% | 18 |
|
|
2023
Q4 | $9.99M | Buy |
70,902
+311
| +0.4% | +$43.8K | 0.93% | 17 |
|
|
2023
Q3 | $9.31M | Sell |
70,591
-1,245
| -2% | -$164K | 0.96% | 16 |
|
|
2023
Q2 | $8.69M | Buy |
71,836
+426
| +0.6% | +$51.5K | 0.89% | 16 |
|
|
2023
Q1 | $7.43M | Buy |
71,410
+4,972
| +7% | +$517K | 0.8% | 17 |
|
|
2022
Q4 | $5.9M | Buy |
66,438
+9,721
| +17% | +$863K | 0.65% | 22 |
|
|
2022
Q3 | $5.58M | Buy |
56,717
+53,905
| +1,917% | +$5.3M | 0.65% | 19 |
|
|
2022
Q2 | $6.15M | Buy |
2,812
+124
| +5% | +$271K | 0.71% | 20 |
|
|
2022
Q1 | $7.51M | Buy |
2,688
+98
| +4% | +$274K | 0.74% | 17 |
|
|
2021
Q4 | $7.49M | Sell |
2,590
-2
| -0.1% | -$5.79K | 0.73% | 19 |
|
|
2021
Q3 | $6.91M | Buy |
2,592
+213
| +9% | +$568K | 0.77% | 18 |
|
|
2021
Q2 | $5.96M | Buy |
2,379
+107
| +5% | +$268K | 0.66% | 18 |
|
|
2021
Q1 | $4.7M | Buy |
2,272
+490
| +27% | +$1.01M | 0.54% | 22 |
|
|
2020
Q4 | $3.12M | Buy |
1,782
+346
| +24% | +$606K | 0.4% | 34 |
|
|
2020
Q3 | $2.11M | Buy |
1,436
+308
| +27% | +$453K | 0.29% | 40 |
|
|
2020
Q2 | $1.6M | Buy |
1,128
+247
| +28% | +$349K | 0.23% | 42 |
|
|
2020
Q1 | $1.02M | Buy |
881
+205
| +30% | +$238K | 0.15% | 41 |
|
|
2019
Q4 | $904K | Sell |
676
-5
| -0.7% | -$6.69K | 0.11% | 67 |
|
|
2019
Q3 | $830K | Buy |
681
+20
| +3% | +$24.4K | 0.11% | 62 |
|
|
2019
Q2 | $827K | Sell |
661
-2,208
| -77% | -$2.76M | 0.11% | 60 |
|
|
2019
Q1 | $3.37M | Sell |
2,869
-109
| -4% | -$128K | 0.49% | 20 |
|
|
2018
Q4 | $3.08M | Buy |
2,978
+138
| +5% | +$143K | 0.5% | 21 |
|
|
2018
Q3 | $3M | Buy |
2,840
+214
| +8% | +$226K | 0.46% | 18 |
|
|
2018
Q2 | $2.93M | Buy |
2,626
+1
| +0% | +$1.12K | 0.47% | 18 |
|
|
2018
Q1 | $2.71M | Sell |
2,625
-9
| -0.3% | -$9.29K | 0.46% | 17 |
|
|
2017
Q4 | $2.76M | Buy |
+2,634
| New | +$2.76M | 0.46% | 18 |
|
|
2016
Q1 | – | Sell |
-2,295
| Closed | -$1.74M | – | 106 |
|
|
2015
Q4 | $1.74M | Sell |
2,295
-1,712
| -43% | -$1.3M | 0.4% | 31 |
|
|
2015
Q3 | $2.49M | Sell |
4,007
-71
| -2% | -$44.1K | 0.6% | 20 |
|
|
2015
Q2 | $2.16M | Sell |
4,078
-5,396
| -57% | -$2.85M | 0.48% | 21 |
|
|
2015
Q1 | $5.22M | Buy |
9,474
+5,584
| +144% | +$3.08M | 0.42% | 22 |
|
|
2014
Q4 | $2.06M | Buy |
+3,890
| New | +$2.06M | 0.46% | 25 |
|
|
2014
Q2 | – | Sell |
-206
| Closed | -$230K | – | 87 |
|
|
2014
Q1 | $230K | Buy |
+206
| New | +$230K | 0.08% | 66 |
|