TWM
TMD 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
Q2 | $471K | Buy |
2,584
+506
| +24% | +$92.2K | 0.1% | 35 |
|
|
2024
Q1 | $314K | Sell |
2,078
-62
| -3% | -$9.36K | 0.07% | 43 |
|
|
2023
Q4 | $299K | Hold |
2,140
| – | – | 0.08% | 45 |
|
|
2023
Q3 | $280K | Sell |
2,140
-560
| -21% | -$73.3K | 0.08% | 48 |
|
|
2023
Q2 | $323K | Buy |
2,700
+560
| +26% | +$67K | 0.08% | 42 |
|
|
2023
Q1 | $222K | Buy |
+2,140
| New | +$222K | 0.06% | 44 |
|
|
2022
Q4 | – | Sell |
-2,240
| Closed | -$214K | – | 49 |
|
|
2022
Q3 | $214K | Buy |
2,240
+2,140
| +2,140% | +$204K | 0.1% | 37 |
|
|
2022
Q2 | $218K | Hold |
100
| – | – | 0.09% | 37 |
|
|
2022
Q1 | $278K | Hold |
100
| – | – | 0.11% | 36 |
|
|
2021
Q4 | $290K | Sell |
100
-37
| -27% | -$107K | 0.11% | 38 |
|
|
2021
Q3 | $366K | Sell |
137
-53
| -28% | -$142K | 0.15% | 30 |
|
|
2021
Q2 | $464K | Buy |
190
+59
| +45% | +$144K | 0.2% | 27 |
|
|
2021
Q1 | $270K | Sell |
131
-59
| -31% | -$122K | 0.13% | 33 |
|
|
2020
Q4 | $333K | Buy |
+190
| New | +$333K | 0.19% | 29 |
|