Smallwood Wealth Investment Management’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.18M | Buy |
7,526
+200
| +3% | +$31.3K | 0.74% | 24 |
|
|
2024
Q4 | $1.4M | Buy |
7,326
+175
| +2% | +$33.3K | 0.95% | 22 |
|
|
2024
Q3 | $1.2M | Sell |
7,151
-349
| -5% | -$58.4K | 0.85% | 22 |
|
|
2024
Q2 | $1.38M | Buy |
7,500
+160
| +2% | +$29.3K | 1.06% | 19 |
|
|
2024
Q1 | $1.12M | Hold |
7,340
| – | – | 0.87% | 22 |
|
|
2023
Q4 | $1.03M | Buy |
7,340
+185
| +3% | +$26.1K | 0.86% | 22 |
|
|
2023
Q3 | $943K | Hold |
7,155
| – | – | 0.86% | 23 |
|
|
2023
Q2 | $866K | Hold |
7,155
| – | – | 0.77% | 26 |
|
|
2023
Q1 | $744K | Sell |
7,155
-4,045
| -36% | -$421K | 0.7% | 28 |
|
|
2022
Q4 | $994K | Sell |
11,200
-100
| -0.9% | -$8.87K | 0.84% | 24 |
|
|
2022
Q3 | $1.09M | Buy |
11,300
+200
| +2% | +$19.2K | 0.98% | 23 |
|
|
2022
Q2 | $1.21M | Buy |
11,100
+4,560
| +70% | +$499K | 1.23% | 19 |
|
|
2022
Q1 | $913K | Hold |
6,540
| – | – | 0.86% | 20 |
|
|
2021
Q4 | $946K | Buy |
+6,540
| New | +$946K | 0.88% | 22 |
|