TCPWM
Traverso Chambers Private Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1,000K | Buy |
7,158
+25
| +0.4% | +$3.49K | 0.24% | 54 |
|
|
2023
Q3 | $933K | Buy |
7,133
+93
| +1% | +$12.2K | 0.25% | 53 |
|
|
2023
Q2 | $843K | Hold |
7,040
| – | – | 0.22% | 56 |
|
|
2023
Q1 | $730K | Buy |
7,040
+525
| +8% | +$54.5K | 0.2% | 58 |
|
|
2022
Q4 | $575K | Sell |
6,515
-175
| -3% | -$15.4K | 0.17% | 64 |
|
|
2022
Q3 | $640K | Buy |
6,690
+6,357
| +1,909% | +$608K | 0.2% | 59 |
|
|
2022
Q2 | $726K | Buy |
333
+34
| +11% | +$74.1K | 0.24% | 53 |
|
|
2022
Q1 | $832K | Buy |
299
+4
| +1% | +$11.1K | 0.25% | 54 |
|
|
2021
Q4 | $855K | Buy |
295
+2
| +0.7% | +$5.8K | 0.25% | 51 |
|
|
2021
Q3 | $783K | Hold |
293
| – | – | 0.24% | 52 |
|
|
2021
Q2 | $715K | Hold |
293
| – | – | 0.23% | 54 |
|
|
2021
Q1 | $604K | Hold |
293
| – | – | 0.2% | 59 |
|
|
2020
Q4 | $514K | Hold |
293
| – | – | 0.18% | 59 |
|
|
2020
Q3 | $429K | Sell |
293
-2
| -0.7% | -$2.93K | 0.17% | 62 |
|
|
2020
Q2 | $418K | Buy |
295
+1
| +0.3% | +$1.42K | 0.18% | 60 |
|
|
2020
Q1 | $342K | Hold |
294
| – | – | 0.16% | 66 |
|
|
2019
Q4 | $394K | Sell |
294
-121
| -29% | -$162K | 0.17% | 63 |
|
|
2019
Q3 | $507K | Sell |
415
-3
| -0.7% | -$3.67K | 0.24% | 55 |
|
|
2019
Q2 | $465K | Sell |
418
-8
| -2% | -$8.9K | 0.23% | 56 |
|
|
2019
Q1 | $501K | Sell |
426
-3
| -0.7% | -$3.53K | 0.25% | 54 |
|
|
2018
Q4 | $448K | Buy |
+429
| New | +$448K | 0.24% | 53 |
|