SGWM
Sterling Group 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 | $602K | Sell |
3,417
-124
| -4% | -$21.9K | 0.33% | 24 |
|
|
2025
Q1 | $548K | Buy |
3,541
+77
| +2% | +$11.9K | 0.29% | 25 |
|
|
2024
Q4 | $656K | Sell |
3,464
-160
| -4% | -$30.3K | 0.34% | 25 |
|
|
2024
Q3 | $601K | Buy |
3,624
+160
| +5% | +$26.5K | 0.32% | 26 |
|
|
2024
Q2 | $631K | Buy |
+3,464
| New | +$631K | 0.36% | 25 |
|
|
2024
Q1 | – | Sell |
-3,464
| Closed | -$484K | – | 18 |
|
|
2023
Q4 | $484K | Hold |
3,464
| – | – | 0.38% | 27 |
|
|
2023
Q3 | $453K | Hold |
3,464
| – | – | 0.43% | 26 |
|
|
2023
Q2 | $415K | Sell |
3,464
-40
| -1% | -$4.79K | 0.36% | 28 |
|
|
2023
Q1 | $363K | Buy |
3,504
+504
| +17% | +$52.3K | 0.34% | 32 |
|
|
2022
Q4 | $265K | Buy |
+3,000
| New | +$265K | 0.26% | 38 |
|