TWMP
Taylor Wealth Management Partners’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $3.56M | Sell |
1,633
-163
| -9% | -$355K | 2.02% | 20 |
|
2022
Q1 | $5M | Buy |
+1,796
| New | +$5M | 2.02% | 22 |
|
2019
Q1 | – | Sell |
-80
| Closed | -$84K | – | 75 |
|
2018
Q4 | $84K | Hold |
80
| – | – | 0.05% | 51 |
|
2018
Q3 | $97K | Hold |
80
| – | – | 0.04% | 64 |
|
2018
Q2 | $90K | Hold |
80
| – | – | 0.04% | 68 |
|
2018
Q1 | $83K | Hold |
80
| – | – | 0.04% | 67 |
|
2017
Q4 | $84K | Hold |
80
| – | – | 0.04% | 87 |
|
2017
Q3 | $78K | Hold |
80
| – | – | 0.03% | 92 |
|
2017
Q2 | $74K | Hold |
80
| – | – | 0.03% | 95 |
|
2017
Q1 | $68K | Hold |
80
| – | – | 0.03% | 98 |
|
2016
Q4 | $63K | Hold |
80
| – | – | 0.03% | 96 |
|
2016
Q3 | $64K | Sell |
80
-4
| -5% | -$3.2K | 0.03% | 86 |
|
2016
Q2 | $59K | Hold |
84
| – | – | 0.02% | 84 |
|
2016
Q1 | $64K | Hold |
84
| – | – | 0.03% | 79 |
|
2015
Q4 | $65K | Buy |
+84
| New | +$65K | 0.03% | 73 |
|