SWM
Sterling 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 | $604K | Buy |
+3,425
| New | +$604K | 0.21% | 50 |
|
|
2024
Q4 | $791K | Hold |
4,181
| – | – | 0.29% | 44 |
|
|
2024
Q3 | $693K | Buy |
4,181
+2,000
| +92% | +$332K | 0.26% | 50 |
|
|
2024
Q2 | $397K | Hold |
2,181
| – | – | 0.19% | 67 |
|
|
2024
Q1 | $329K | Hold |
2,181
| – | – | 0.16% | 74 |
|
|
2023
Q4 | $305K | Buy |
+2,181
| New | +$305K | 0.17% | 69 |
|