SWM
Sugarloaf Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $788K | Buy |
4,163
+107
| +3% | +$20.3K | 0.15% | 67 |
|
|
2024
Q3 | $673K | Sell |
4,056
-21,658
| -84% | -$3.59M | 0.13% | 75 |
|
|
2024
Q2 | $4.68M | Sell |
25,714
-100
| -0.4% | -$18.2K | 0.95% | 17 |
|
|
2024
Q1 | $3.9M | Buy |
25,814
+1,187
| +5% | +$179K | 0.81% | 20 |
|
|
2023
Q4 | $3.44M | Buy |
24,627
+588
| +2% | +$82.1K | 0.83% | 19 |
|
|
2023
Q3 | $3.15M | Sell |
24,039
-3,668
| -13% | -$480K | 0.8% | 17 |
|
|
2023
Q2 | $3.32M | Sell |
27,707
-490
| -2% | -$58.7K | 0.78% | 15 |
|
|
2023
Q1 | $2.92M | Buy |
28,197
+1,085
| +4% | +$113K | 0.72% | 18 |
|
|
2022
Q4 | $2.39M | Buy |
27,112
+6,459
| +31% | +$570K | 0.6% | 23 |
|
|
2022
Q3 | $1.98M | Buy |
20,653
+19,694
| +2,054% | +$1.89M | 0.51% | 33 |
|
|
2022
Q2 | $2.09M | Buy |
959
+154
| +19% | +$335K | 0.52% | 31 |
|
|
2022
Q1 | $2.26M | Buy |
805
+67
| +9% | +$188K | 0.53% | 30 |
|
|
2021
Q4 | $2.14M | Buy |
738
+54
| +8% | +$156K | 0.51% | 33 |
|
|
2021
Q3 | $1.83M | Sell |
684
-121
| -15% | -$323K | 0.48% | 33 |
|
|
2021
Q2 | $1.96M | Buy |
805
+713
| +775% | +$1.74M | 0.54% | 28 |
|
|
2021
Q1 | $1.68K | Sell |
92
-817
| -90% | -$14.9K | 0.5% | 27 |
|
|
2020
Q4 | $1.59M | Buy |
909
+22
| +2% | +$38.6K | 0.53% | 31 |
|
|
2020
Q3 | $1.3M | Buy |
887
+836
| +1,639% | +$1.23M | 0.47% | 33 |
|
|
2020
Q2 | $72K | Hold |
51
| – | – | 0.03% | 191 |
|
|
2020
Q1 | $59K | Sell |
51
-27
| -35% | -$31.2K | 0.03% | 204 |
|
|
2019
Q4 | $104K | Buy |
+78
| New | +$104K | 0.04% | 179 |
|