SWM
SilverOak Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
4,244
+401
| +10% | +$70.7K | 0.14% | 50 |
|
|
2025
Q1 | $594K | Hold |
3,843
| – | – | 0.13% | 53 |
|
|
2024
Q4 | $727K | Sell |
3,843
-6
| -0.2% | -$1.14K | 0.16% | 49 |
|
|
2024
Q3 | $638K | Hold |
3,849
| – | – | 0.14% | 51 |
|
|
2024
Q2 | $701K | Buy |
3,849
+46
| +1% | +$8.38K | 0.17% | 48 |
|
|
2024
Q1 | $574K | Sell |
3,803
-1
| -0% | -$151 | 0.14% | 51 |
|
|
2023
Q4 | $531K | Buy |
+3,804
| New | +$531K | 0.14% | 51 |
|