SWMP
Signature Wealth Management Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
11,530
+464
| +4% | +$81.8K | 1.16% | 16 |
|
|
2025
Q1 | $1.71M | Buy |
11,066
+46
| +0.4% | +$7.11K | 1.12% | 16 |
|
|
2024
Q4 | $2.09M | Sell |
11,020
-16
| -0.1% | -$3.03K | 1.43% | 13 |
|
|
2024
Q3 | $1.83M | Sell |
11,036
-131
| -1% | -$21.7K | 1.33% | 14 |
|
|
2024
Q2 | $2.03M | Sell |
11,167
-60
| -0.5% | -$10.9K | 1.55% | 13 |
|
|
2024
Q1 | $1.69M | Buy |
11,227
+12
| +0.1% | +$1.81K | 1.38% | 15 |
|
|
2023
Q4 | $1.57M | Hold |
11,215
| – | – | 1.37% | 15 |
|
|
2023
Q3 | $1.47M | Sell |
11,215
-150
| -1% | -$19.6K | 1.44% | 14 |
|
|
2023
Q2 | $1.36M | Sell |
11,365
-1,475
| -11% | -$177K | 1.26% | 16 |
|
|
2023
Q1 | $1.33M | Buy |
12,840
+1,000
| +8% | +$104K | 1.24% | 18 |
|
|
2022
Q4 | $1.04M | Hold |
11,840
| – | – | 1.03% | 25 |
|
|
2022
Q3 | $1.13M | Buy |
11,840
+11,249
| +1,903% | +$1.08M | 1.25% | 21 |
|
|
2022
Q2 | $1.29M | Buy |
591
+1
| +0.2% | +$2.18K | 1.32% | 20 |
|
|
2022
Q1 | $1.64M | Buy |
590
+65
| +12% | +$181K | 1.4% | 16 |
|
|
2021
Q4 | $1.52M | Sell |
525
-4
| -0.8% | -$11.6K | 1.29% | 18 |
|
|
2021
Q3 | $1.41M | Buy |
529
+40
| +8% | +$107K | 1.28% | 21 |
|
|
2021
Q2 | $1.19M | Buy |
489
+34
| +7% | +$83K | 1.08% | 24 |
|
|
2021
Q1 | $938K | Buy |
455
+21
| +5% | +$43.3K | 0.9% | 31 |
|
|
2020
Q4 | $761K | Buy |
+434
| New | +$761K | 0.76% | 32 |
|