SWM
StoneCrest 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 | $4.23M | Buy |
24,011
+463
| +2% | +$81.6K | 2.02% | 20 |
|
|
2025
Q1 | $3.64M | Buy |
23,548
+1,383
| +6% | +$214K | 2.31% | 18 |
|
|
2024
Q4 | $4.2M | Buy |
22,165
+656
| +3% | +$124K | 2.74% | 12 |
|
|
2024
Q3 | $3.57M | Buy |
21,509
+140
| +0.7% | +$23.2K | 2.6% | 17 |
|
|
2024
Q2 | $3.89M | Buy |
21,369
+2,878
| +16% | +$524K | 2.97% | 13 |
|
|
2024
Q1 | $2.79M | Buy |
18,491
+297
| +2% | +$44.8K | 2.41% | 15 |
|
|
2023
Q4 | $2.54M | Buy |
+18,194
| New | +$2.54M | 2.44% | 16 |
|