TW
Transform Wealth’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $23.3M | Buy |
150,577
+1,860
| +1% | +$288K | 1.41% | 12 |
|
2024
Q4 | $28.2M | Buy |
148,717
+6,930
| +5% | +$1.31M | 1.56% | 9 |
|
2024
Q3 | $23.5M | Sell |
141,787
-14,026
| -9% | -$2.33M | 1.56% | 11 |
|
2024
Q2 | $28.4M | Buy |
155,813
+2,637
| +2% | +$480K | 2.13% | 7 |
|
2024
Q1 | $23.1M | Buy |
153,176
+200
| +0.1% | +$30.2K | 2.2% | 9 |
|
2023
Q4 | $21.4M | Buy |
152,976
+663
| +0.4% | +$92.6K | 2.08% | 7 |
|
2023
Q3 | $19.9M | Sell |
152,313
-6,238
| -4% | -$816K | 2.1% | 8 |
|
2023
Q2 | $19M | Buy |
158,551
+3,734
| +2% | +$447K | 1.71% | 10 |
|
2023
Q1 | $16.1M | Buy |
154,817
+10,939
| +8% | +$1.13M | 1.51% | 13 |
|
2022
Q4 | $12.7M | Buy |
143,878
+12,569
| +10% | +$1.11M | 1.42% | 17 |
|
2022
Q3 | $12.6M | Buy |
131,309
+124,963
| +1,969% | +$12M | 1.63% | 10 |
|
2022
Q2 | $13.8M | Buy |
6,346
+110
| +2% | +$240K | 2.06% | 9 |
|
2022
Q1 | $17.3M | Buy |
6,236
+516
| +9% | +$1.44M | 1.94% | 9 |
|
2021
Q4 | $16.6M | Buy |
5,720
+276
| +5% | +$800K | 1.73% | 11 |
|
2021
Q3 | $14.6M | Sell |
5,444
-91
| -2% | -$243K | 1.67% | 9 |
|
2021
Q2 | $13.5M | Buy |
5,535
+2,062
| +59% | +$5.03M | 1.65% | 14 |
|
2021
Q1 | $7.16M | Buy |
3,473
+44
| +1% | +$90.7K | 1.44% | 13 |
|
2020
Q4 | $6.01M | Sell |
3,429
-2,116
| -38% | -$3.71M | 1.26% | 22 |
|
2020
Q3 | $8.13M | Sell |
5,545
-62
| -1% | -$90.9K | 1.31% | 18 |
|
2020
Q2 | $7.95M | Buy |
5,607
+97
| +2% | +$138K | 1.36% | 17 |
|
2020
Q1 | $6.4M | Buy |
5,510
+297
| +6% | +$345K | 1.37% | 13 |
|
2019
Q4 | $6.98M | Buy |
5,213
+585
| +13% | +$784K | 1.11% | 21 |
|
2019
Q3 | $5.65M | Sell |
4,628
-757
| -14% | -$924K | 1% | 26 |
|
2019
Q2 | $5.83M | Buy |
5,385
+1,142
| +27% | +$1.24M | 0.86% | 31 |
|
2019
Q1 | $4.99M | Buy |
4,243
+22
| +0.5% | +$25.9K | 0.93% | 39 |
|
2018
Q4 | $4.41M | Buy |
4,221
+104
| +3% | +$109K | 0.91% | 43 |
|
2018
Q3 | $4.97M | Buy |
4,117
+157
| +4% | +$190K | 0.86% | 45 |
|
2018
Q2 | $4.47M | Buy |
3,960
+322
| +9% | +$364K | 0.81% | 45 |
|
2018
Q1 | $3.77M | Buy |
3,638
+145
| +4% | +$150K | 0.72% | 50 |
|
2017
Q4 | $3.68M | Buy |
3,493
+210
| +6% | +$221K | 0.68% | 47 |
|
2017
Q3 | $3.2M | Buy |
3,283
+69
| +2% | +$67.2K | 1.12% | 18 |
|
2017
Q2 | $2.99M | Buy |
3,214
+91
| +3% | +$84.6K | 3.37% | 4 |
|
2017
Q1 | $2.65M | Sell |
3,123
-344
| -10% | -$292K | 0.99% | 22 |
|
2016
Q4 | $2.75M | Buy |
3,467
+155
| +5% | +$123K | 1.09% | 18 |
|
2016
Q3 | $2.66M | Buy |
3,312
+786
| +31% | +$632K | 1.14% | 15 |
|
2016
Q2 | $1.78M | Buy |
+2,526
| New | +$1.78M | 0.75% | 33 |
|