SWM
Spire 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 | $33.1M | Sell |
189,910
-69,813
| -27% | -$12.2M | 1.19% | 12 |
|
|
2025
Q1 | $40.2M | Sell |
259,723
-1,507
| -0.6% | -$233K | 1.29% | 11 |
|
|
2024
Q4 | $49.5M | Buy |
261,230
+4,845
| +2% | +$917K | 1.54% | 9 |
|
|
2024
Q3 | $42.5M | Buy |
256,385
+5,817
| +2% | +$965K | 1.43% | 9 |
|
|
2024
Q2 | $45.6M | Sell |
250,568
-15,879
| -6% | -$2.89M | 1.61% | 9 |
|
|
2024
Q1 | $62.5M | Buy |
266,447
+2,104
| +0.8% | +$494K | 1.14% | 20 |
|
|
2023
Q4 | $38.7M | Buy |
264,343
+20,356
| +8% | +$2.98M | 1.28% | 10 |
|
|
2023
Q3 | $31.9M | Sell |
243,987
-7,358
| -3% | -$963K | 1.22% | 12 |
|
|
2023
Q2 | $30.1M | Sell |
251,345
-12,794
| -5% | -$1.53M | 1.11% | 15 |
|
|
2023
Q1 | $27.4M | Buy |
264,139
+28,047
| +12% | +$2.91M | 1.07% | 12 |
|
|
2022
Q4 | $20.8M | Sell |
236,092
-23,701
| -9% | -$2.09M | 1.17% | 17 |
|
|
2022
Q3 | $24.8M | Buy |
259,793
+242,199
| +1,377% | +$23.2M | 1.51% | 12 |
|
|
2022
Q2 | $38.3M | Sell |
17,594
-3,064
| -15% | -$6.68M | 1.58% | 6 |
|
|
2022
Q1 | $57.5M | Sell |
20,658
-1,900
| -8% | -$5.29M | 1.54% | 6 |
|
|
2021
Q4 | $65.4M | Buy |
22,558
+1,477
| +7% | +$4.28M | 1.45% | 6 |
|
|
2021
Q3 | $56.4M | Buy |
21,081
+379
| +2% | +$1.01M | 1.49% | 5 |
|
|
2021
Q2 | $50.6M | Sell |
20,702
-1,014
| -5% | -$2.48M | 1.37% | 5 |
|
|
2021
Q1 | $44.4M | Buy |
+21,716
| New | +$44.4M | 1.18% | 8 |
|