TWM
Tolleson 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
Q1 | – | Sell |
-2,415
| Closed | -$460K | – | 94 |
|
|
2024
Q4 | $460K | Buy |
+2,415
| New | +$460K | 0.09% | 66 |
|
|
2023
Q4 | – | Sell |
-1,700
| Closed | -$224K | – | 85 |
|
|
2023
Q3 | $224K | Sell |
1,700
-1,700
| -50% | -$224K | 0.05% | 72 |
|
|
2023
Q2 | $411K | Buy |
+3,400
| New | +$411K | 0.1% | 65 |
|