SWA
SFMG Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
22,027
+624
| +3% | +$110K | 0.29% | 46 |
|
|
2025
Q1 | $3.31M | Sell |
21,403
-198
| -0.9% | -$30.6K | 0.26% | 50 |
|
|
2024
Q4 | $4.09M | Buy |
21,601
+2,377
| +12% | +$450K | 0.32% | 44 |
|
|
2024
Q3 | $3.19M | Sell |
19,224
-827
| -4% | -$137K | 0.26% | 47 |
|
|
2024
Q2 | $3.65M | Sell |
20,051
-57
| -0.3% | -$10.4K | 0.32% | 44 |
|
|
2024
Q1 | $3.03M | Sell |
20,108
-530
| -3% | -$80K | 0.26% | 55 |
|
|
2023
Q4 | $2.88M | Sell |
20,638
-33
| -0.2% | -$4.61K | 0.27% | 53 |
|
|
2023
Q3 | $2.7M | Sell |
20,671
-263
| -1% | -$34.4K | 0.28% | 50 |
|
|
2023
Q2 | $2.51M | Buy |
20,934
+173
| +0.8% | +$20.7K | 0.26% | 54 |
|
|
2023
Q1 | $2.15M | Buy |
20,761
+1,302
| +7% | +$135K | 0.23% | 60 |
|
|
2022
Q4 | $1.72M | Sell |
19,459
-350
| -2% | -$30.9K | 0.19% | 70 |
|
|
2022
Q3 | $1.93M | Buy |
19,809
+18,853
| +1,972% | +$1.84M | 0.23% | 59 |
|
|
2022
Q2 | $2.08M | Buy |
956
+45
| +5% | +$98K | 0.24% | 58 |
|
|
2022
Q1 | $2.53M | Buy |
911
+30
| +3% | +$83.4K | 0.25% | 54 |
|
|
2021
Q4 | $2.55M | Buy |
881
+45
| +5% | +$130K | 0.25% | 56 |
|
|
2021
Q3 | $2.24M | Buy |
836
+16
| +2% | +$42.8K | 0.25% | 56 |
|
|
2021
Q2 | $2M | Buy |
820
+57
| +7% | +$139K | 0.22% | 55 |
|
|
2021
Q1 | $1.57M | Buy |
763
+6
| +0.8% | +$12.4K | 0.18% | 64 |
|
|
2020
Q4 | $1.33M | Buy |
757
+131
| +21% | +$230K | 0.17% | 65 |
|
|
2020
Q3 | $917K | Sell |
626
-16
| -2% | -$23.4K | 0.13% | 67 |
|
|
2020
Q2 | $910K | Sell |
642
-7
| -1% | -$9.92K | 0.13% | 60 |
|
|
2020
Q1 | $754K | Buy |
649
+46
| +8% | +$53.4K | 0.11% | 51 |
|
|
2019
Q4 | $808K | Buy |
603
+56
| +10% | +$75K | 0.1% | 73 |
|
|
2019
Q3 | $668K | Hold |
547
| – | – | 0.09% | 73 |
|
|
2019
Q2 | $681K | Sell |
547
-1,105
| -67% | -$1.38M | 0.09% | 68 |
|
|
2019
Q1 | $1.94M | Sell |
1,652
-219
| -12% | -$258K | 0.28% | 32 |
|
|
2018
Q4 | $1.75M | Buy |
1,871
+180
| +11% | +$168K | 0.28% | 32 |
|
|
2018
Q3 | $1.81M | Sell |
1,691
-220
| -12% | -$236K | 0.28% | 29 |
|
|
2018
Q2 | $1.94M | Buy |
1,911
+194
| +11% | +$197K | 0.32% | 29 |
|
|
2018
Q1 | $1.78M | Buy |
1,717
+86
| +5% | +$89.2K | 0.3% | 27 |
|
|
2017
Q4 | $1.72M | Buy |
+1,631
| New | +$1.72M | 0.29% | 29 |
|
|
2016
Q1 | – | Sell |
-1,672
| Closed | -$1.3M | – | 107 |
|
|
2015
Q4 | $1.3M | Buy |
+1,672
| New | +$1.3M | 0.3% | 42 |
|