SWMP
Signature Wealth Management Partners’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
4,867
+159
| +3% | +$28.2K | 0.49% | 40 |
|
|
2025
Q1 | $736K | Buy |
4,708
+420
| +10% | +$65.6K | 0.48% | 41 |
|
|
2024
Q4 | $817K | Sell |
4,288
-450
| -9% | -$85.7K | 0.56% | 36 |
|
|
2024
Q3 | $792K | Sell |
4,738
-213
| -4% | -$35.6K | 0.57% | 35 |
|
|
2024
Q2 | $908K | Sell |
4,951
-12
| -0.2% | -$2.2K | 0.69% | 31 |
|
|
2024
Q1 | $756K | Buy |
4,963
+303
| +7% | +$46.1K | 0.62% | 37 |
|
|
2023
Q4 | $657K | Hold |
4,660
| – | – | 0.58% | 40 |
|
|
2023
Q3 | $614K | Hold |
4,660
| – | – | 0.6% | 40 |
|
|
2023
Q2 | $564K | Sell |
4,660
-160
| -3% | -$19.4K | 0.52% | 47 |
|
|
2023
Q1 | $501K | Buy |
4,820
+640
| +15% | +$66.6K | 0.47% | 54 |
|
|
2022
Q4 | $371K | Sell |
4,180
-380
| -8% | -$33.7K | 0.37% | 66 |
|
|
2022
Q3 | $439K | Buy |
4,560
+4,337
| +1,945% | +$418K | 0.48% | 55 |
|
|
2022
Q2 | $487K | Buy |
223
+8
| +4% | +$17.5K | 0.5% | 55 |
|
|
2022
Q1 | $600K | Sell |
215
-1
| -0.5% | -$2.79K | 0.51% | 54 |
|
|
2021
Q4 | $625K | Sell |
216
-10
| -4% | -$28.9K | 0.53% | 50 |
|
|
2021
Q3 | $602K | Buy |
226
+43
| +23% | +$115K | 0.55% | 47 |
|
|
2021
Q2 | $459K | Buy |
183
+37
| +25% | +$92.8K | 0.42% | 60 |
|
|
2021
Q1 | $302K | Buy |
146
+12
| +9% | +$24.8K | 0.29% | 76 |
|
|
2020
Q4 | $235K | Buy |
+134
| New | +$235K | 0.23% | 83 |
|