SWM
SilverOak Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
6,677
+2,162
| +48% | +$384K | 0.22% | 42 |
|
|
2025
Q1 | $705K | Hold |
4,515
| – | – | 0.15% | 48 |
|
|
2024
Q4 | $860K | Buy |
4,515
+35
| +0.8% | +$6.67K | 0.19% | 46 |
|
|
2024
Q3 | $749K | Hold |
4,480
| – | – | 0.17% | 47 |
|
|
2024
Q2 | $822K | Buy |
4,480
+1,920
| +75% | +$352K | 0.2% | 44 |
|
|
2024
Q1 | $390K | Hold |
2,560
| – | – | 0.1% | 64 |
|
|
2023
Q4 | $361K | Buy |
+2,560
| New | +$361K | 0.1% | 64 |
|