SWMG
Signature Wealth Management Group’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
11,402
+11
| +0.1% | +$1.95K | 0.8% | 49 |
|
|
2025
Q1 | $1.78M | Buy |
11,391
+440
| +4% | +$68.7K | 0.69% | 56 |
|
|
2024
Q4 | $2.09M | Buy |
10,951
+617
| +6% | +$118K | 0.84% | 47 |
|
|
2024
Q3 | $1.73M | Sell |
10,334
-11
| -0.1% | -$1.84K | 0.69% | 54 |
|
|
2024
Q2 | $1.9M | Buy |
10,345
+2,299
| +29% | +$422K | 0.83% | 46 |
|
|
2024
Q1 | $1.25M | Buy |
8,046
+723
| +10% | +$113K | 0.57% | 62 |
|
|
2023
Q4 | $1.03M | Buy |
+7,323
| New | +$1.03M | 0.48% | 70 |
|
|
2023
Q2 | $1.34M | Sell |
11,083
-737
| -6% | -$89.2K | 0.62% | 55 |
|
|
2023
Q1 | $1.23M | Buy |
11,820
+553
| +5% | +$57.5K | 0.58% | 61 |
|
|
2022
Q4 | $1,000K | Sell |
11,267
-4,885
| -30% | -$433K | 0.49% | 66 |
|
|
2022
Q3 | $1.55M | Buy |
16,152
+15,300
| +1,796% | +$1.47M | 0.79% | 54 |
|
|
2022
Q2 | $1.86M | Buy |
852
+45
| +6% | +$98.5K | 0.91% | 49 |
|
|
2022
Q1 | $2.25M | Buy |
+807
| New | +$2.25M | 1.01% | 49 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$30K | – | 157 |
|
|
2018
Q3 | $30K | Hold |
29
| – | – | 0.02% | 129 |
|
|
2018
Q2 | $32K | Hold |
29
| – | – | 0.02% | 123 |
|
|
2018
Q1 | $30K | Hold |
29
| – | – | 0.02% | 122 |
|
|
2017
Q4 | $30K | Buy |
+29
| New | +$30K | 0.02% | 119 |
|