SWM
Stockman 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 | $1.49M | Sell |
8,385
-75
| -0.9% | -$13.3K | 0.2% | 63 |
|
|
2025
Q1 | $1.32M | Buy |
8,460
+495
| +6% | +$77.3K | 0.2% | 64 |
|
|
2024
Q4 | $1.52M | Sell |
7,965
-1
| -0% | -$190 | 0.24% | 59 |
|
|
2024
Q3 | $1.33M | Buy |
7,966
+7
| +0.1% | +$1.17K | 0.21% | 62 |
|
|
2024
Q2 | $1.46M | Hold |
7,959
| – | – | 0.26% | 60 |
|
|
2024
Q1 | $1.21M | Buy |
7,959
+24
| +0.3% | +$3.65K | 0.21% | 65 |
|
|
2023
Q4 | $1.12M | Buy |
7,935
+290
| +4% | +$40.9K | 0.22% | 64 |
|
|
2023
Q3 | $1.01M | Buy |
7,645
+665
| +10% | +$87.7K | 0.22% | 66 |
|
|
2023
Q2 | $844K | Sell |
6,980
-17,980
| -72% | -$2.18M | 0.18% | 72 |
|
|
2023
Q1 | $2.6M | Sell |
24,960
-500
| -2% | -$52K | 0.58% | 43 |
|
|
2022
Q4 | $2.26M | Sell |
25,460
-140
| -0.5% | -$12.4K | 0.52% | 47 |
|
|
2022
Q3 | $2.46M | Buy |
25,600
+24,320
| +1,900% | +$2.34M | 0.67% | 44 |
|
|
2022
Q2 | $2.8M | Buy |
1,280
+345
| +37% | +$755K | 0.71% | 43 |
|
|
2022
Q1 | $2.61M | Sell |
935
-17
| -2% | -$47.5K | 0.54% | 46 |
|
|
2021
Q4 | $2.76M | Sell |
952
-2
| -0.2% | -$5.79K | 0.56% | 48 |
|
|
2021
Q3 | $2.54M | Buy |
954
+12
| +1% | +$32K | 0.57% | 48 |
|
|
2021
Q2 | $2.36M | Buy |
942
+539
| +134% | +$1.35M | 0.56% | 47 |
|
|
2021
Q1 | $834K | Sell |
403
-8
| -2% | -$16.6K | 0.23% | 73 |
|
|
2020
Q4 | $720K | Buy |
411
+80
| +24% | +$140K | 0.22% | 76 |
|
|
2020
Q3 | $486K | Hold |
331
| – | – | 0.18% | 87 |
|
|
2020
Q2 | $468K | Sell |
331
-4
| -1% | -$5.66K | 0.18% | 94 |
|
|
2020
Q1 | $390K | Buy |
335
+12
| +4% | +$14K | 0.17% | 92 |
|
|
2019
Q4 | $432K | Hold |
323
| – | – | 0.15% | 103 |
|
|
2019
Q3 | $394K | Hold |
323
| – | – | 0.15% | 103 |
|
|
2019
Q2 | $349K | Hold |
323
| – | – | 0.14% | 110 |
|
|
2019
Q1 | $379K | Hold |
323
| – | – | 0.17% | 102 |
|
|
2018
Q4 | $335K | Buy |
323
+16
| +5% | +$16.6K | 0.16% | 103 |
|
|
2018
Q3 | $366K | Buy |
307
+66
| +27% | +$78.7K | 0.16% | 103 |
|
|
2018
Q2 | $269K | Sell |
241
-18
| -7% | -$20.1K | 0.12% | 117 |
|
|
2018
Q1 | $267K | Buy |
259
+53
| +26% | +$54.6K | 0.12% | 121 |
|
|
2017
Q4 | $216K | Buy |
+206
| New | +$216K | 0.1% | 136 |
|