SPW
Sonoma Private Wealth’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
5,246
+66
| +1% | +$11.6K | 1.13% | 22 |
|
|
2025
Q1 | $801K | Buy |
5,180
+1,898
| +58% | +$294K | 1.11% | 26 |
|
|
2024
Q4 | $621K | Sell |
3,282
-128
| -4% | -$24.2K | 1% | 38 |
|
|
2024
Q3 | $566K | Sell |
3,410
-20
| -0.6% | -$3.32K | 0.88% | 37 |
|
|
2024
Q2 | $625K | Buy |
3,430
+63
| +2% | +$11.5K | 1.01% | 35 |
|
|
2024
Q1 | $508K | Buy |
3,367
+164
| +5% | +$24.8K | 0.82% | 46 |
|
|
2023
Q4 | $447K | Buy |
3,203
+40
| +1% | +$5.59K | 0.74% | 49 |
|
|
2023
Q3 | $414K | Buy |
3,163
+54
| +2% | +$7.07K | 0.75% | 53 |
|
|
2023
Q2 | $372K | Buy |
3,109
+16
| +0.5% | +$1.92K | 0.65% | 53 |
|
|
2023
Q1 | $321K | Sell |
3,093
-947
| -23% | -$98.2K | 0.64% | 54 |
|
|
2022
Q4 | $356K | Buy |
+4,040
| New | +$356K | 0.79% | 45 |
|