SHWM
Smith & Howard 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 | $566K | Hold |
3,210
| – | – | 0.14% | 45 |
|
|
2025
Q1 | $496K | Sell |
3,210
-73
| -2% | -$11.3K | 0.14% | 47 |
|
|
2024
Q4 | $621K | Sell |
3,283
-15
| -0.5% | -$2.84K | 0.18% | 42 |
|
|
2024
Q3 | $547K | Hold |
3,298
| – | – | 0.15% | 50 |
|
|
2024
Q2 | $601K | Hold |
3,298
| – | – | 0.18% | 44 |
|
|
2024
Q1 | $498K | Hold |
3,298
| – | – | 0.15% | 49 |
|
|
2023
Q4 | $461K | Sell |
3,298
-79
| -2% | -$11K | 0.16% | 46 |
|
|
2023
Q3 | $442K | Sell |
3,377
-19
| -0.6% | -$2.49K | 0.16% | 47 |
|
|
2023
Q2 | $407K | Sell |
3,396
-124
| -4% | -$14.8K | 0.14% | 50 |
|
|
2023
Q1 | $365K | Sell |
3,520
-960
| -21% | -$99.6K | 0.13% | 48 |
|
|
2022
Q4 | $395K | Buy |
4,480
+60
| +1% | +$5.29K | 0.15% | 46 |
|
|
2022
Q3 | $423K | Buy |
4,420
+4,199
| +1,900% | +$402K | 0.18% | 47 |
|
|
2022
Q2 | $482K | Buy |
+221
| New | +$482K | 0.2% | 47 |
|
|
2021
Q4 | – | Sell |
-185
| Closed | -$495K | – | 72 |
|
|
2021
Q3 | $495K | Sell |
185
-9
| -5% | -$24.1K | 0.23% | 42 |
|
|
2021
Q2 | $474K | Buy |
+194
| New | +$474K | 0.23% | 42 |
|
|
2021
Q1 | – | Sell |
-210
| Closed | -$368K | – | 66 |
|
|
2020
Q4 | $368K | Sell |
210
-7
| -3% | -$12.3K | 0.2% | 43 |
|
|
2020
Q3 | $318K | Buy |
217
+13
| +6% | +$19.1K | 0.19% | 48 |
|
|
2020
Q2 | $289K | Sell |
204
-30
| -13% | -$42.5K | 0.18% | 51 |
|
|
2020
Q1 | $272K | Buy |
+234
| New | +$272K | 0.17% | 52 |
|
|
2016
Q2 | – | Sell |
-357
| Closed | -$272K | – | 48 |
|
|
2016
Q1 | $272K | Buy |
+357
| New | +$272K | 0.11% | 51 |
|