SWM
Spire 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 | $15.7M | Sell |
88,478
-10,056
| -10% | -$1.78M | 0.56% | 40 |
|
2025
Q1 | $15.4M | Sell |
98,534
-1,742
| -2% | -$272K | 0.49% | 40 |
|
2024
Q4 | $19.1M | Buy |
100,276
+7,796
| +8% | +$1.48M | 0.59% | 34 |
|
2024
Q3 | $15.5M | Sell |
92,480
-4,041
| -4% | -$676K | 0.52% | 38 |
|
2024
Q2 | $17.7M | Sell |
96,521
-5,014
| -5% | -$920K | 0.62% | 35 |
|
2024
Q1 | $15.5M | Sell |
101,535
-15,226
| -13% | -$2.32M | 0.28% | 78 |
|
2023
Q4 | $17.3M | Buy |
116,761
+6,377
| +6% | +$944K | 0.57% | 35 |
|
2023
Q3 | $14.6M | Buy |
110,384
+1,148
| +1% | +$151K | 0.55% | 38 |
|
2023
Q2 | $13.2M | Sell |
109,236
-1,807
| -2% | -$219K | 0.49% | 42 |
|
2023
Q1 | $11.5M | Buy |
111,043
+19,741
| +22% | +$2.05M | 0.45% | 45 |
|
2022
Q4 | $8.1M | Sell |
91,302
-11,071
| -11% | -$982K | 0.46% | 51 |
|
2022
Q3 | $9.84M | Buy |
102,373
+95,347
| +1,357% | +$9.17M | 0.6% | 35 |
|
2022
Q2 | $15.4M | Sell |
7,026
-1,417
| -17% | -$3.1M | 0.63% | 30 |
|
2022
Q1 | $23.6M | Sell |
8,443
-1,208
| -13% | -$3.38M | 0.63% | 32 |
|
2021
Q4 | $27.9M | Buy |
9,651
+1,631
| +20% | +$4.72M | 0.62% | 32 |
|
2021
Q3 | $21.4M | Buy |
8,020
+142
| +2% | +$379K | 0.57% | 35 |
|
2021
Q2 | $19.7M | Sell |
7,878
-1,232
| -14% | -$3.09M | 0.53% | 41 |
|
2021
Q1 | $19.1M | Buy |
+9,110
| New | +$19.1M | 0.51% | 41 |
|