VWM
Valley Wealth Managers’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.1M | Sell |
136,705
-2,779
| -2% | -$490K | 1.73% | 11 |
|
2025
Q1 | $21.6M | Sell |
139,484
-2,053
| -1% | -$317K | 1.64% | 21 |
|
2024
Q4 | $26.8M | Buy |
141,537
+333
| +0.2% | +$63K | 2% | 7 |
|
2024
Q3 | $23.4M | Buy |
141,204
+2,426
| +2% | +$402K | 1.74% | 12 |
|
2024
Q2 | $25.3M | Sell |
138,778
-10,562
| -7% | -$1.92M | 2.01% | 6 |
|
2024
Q1 | $22.5M | Sell |
149,340
-1,925
| -1% | -$291K | 1.7% | 16 |
|
2023
Q4 | $21.1M | Sell |
151,265
-1,295
| -0.8% | -$181K | 1.65% | 19 |
|
2023
Q3 | $20M | Sell |
152,560
-8,085
| -5% | -$1.06M | 1.66% | 15 |
|
2023
Q2 | $19.2M | Sell |
160,645
-6,503
| -4% | -$778K | 1.73% | 19 |
|
2023
Q1 | $17.3M | Buy |
167,148
+13,605
| +9% | +$1.41M | 1.58% | 31 |
|
2022
Q4 | $13.5M | Sell |
153,543
-8,633
| -5% | -$762K | 1.26% | 37 |
|
2022
Q3 | $15.5M | Buy |
162,176
+154,023
| +1,889% | +$14.7M | 1.55% | 31 |
|
2022
Q2 | $17.8M | Sell |
8,153
-371
| -4% | -$808K | 1.66% | 23 |
|
2022
Q1 | $23.7M | Buy |
8,524
+42
| +0.5% | +$117K | 1.98% | 10 |
|
2021
Q4 | $24.6M | Sell |
8,482
-249
| -3% | -$721K | 1.97% | 9 |
|
2021
Q3 | $23.3M | Sell |
8,731
-67
| -0.8% | -$179K | 2.04% | 5 |
|
2021
Q2 | $21.5M | Sell |
8,798
-11
| -0.1% | -$26.9K | 1.82% | 15 |
|
2021
Q1 | $18.2M | Buy |
8,809
+7,717
| +707% | +$15.9M | 1.63% | 34 |
|
2020
Q4 | $1.91M | Buy |
1,092
+6
| +0.6% | +$10.5K | 0.19% | 94 |
|
2020
Q3 | $1.59M | Hold |
1,086
| – | – | 0.18% | 93 |
|
2020
Q2 | $1.54M | Sell |
1,086
-144
| -12% | -$204K | 0.17% | 96 |
|
2020
Q1 | $1.43M | Sell |
1,230
-138
| -10% | -$160K | 0.19% | 90 |
|
2019
Q4 | $1.83M | Sell |
1,368
-26
| -2% | -$34.8K | 0.18% | 89 |
|
2019
Q3 | $1.7M | Sell |
1,394
-378
| -21% | -$462K | 0.18% | 91 |
|
2019
Q2 | $1.92M | Sell |
1,772
-91
| -5% | -$98.5K | 0.2% | 91 |
|
2019
Q1 | $2.19M | Buy |
1,863
+291
| +19% | +$343K | 0.24% | 67 |
|
2018
Q4 | $1.64M | Buy |
1,572
+1,124
| +251% | +$1.17M | 0.21% | 72 |
|
2018
Q3 | $541K | Sell |
448
-35
| -7% | -$42.3K | 0.06% | 99 |
|
2018
Q2 | $545K | Buy |
483
+135
| +39% | +$152K | 0.07% | 99 |
|
2018
Q1 | $361K | Buy |
348
+15
| +5% | +$15.6K | 0.04% | 103 |
|
2017
Q4 | $351K | Buy |
333
+31
| +10% | +$32.7K | 0.04% | 106 |
|
2017
Q3 | $294K | Buy |
302
+5
| +2% | +$4.87K | 0.04% | 106 |
|
2017
Q2 | $276K | Buy |
297
+208
| +234% | +$193K | 0.04% | 112 |
|
2017
Q1 | $75K | Buy |
89
+4
| +5% | +$3.37K | 0.01% | 134 |
|
2016
Q4 | $67K | Hold |
85
| – | – | 0.01% | 133 |
|
2016
Q3 | $66K | Hold |
85
| – | – | 0.01% | 138 |
|
2016
Q2 | $60K | Buy |
+85
| New | +$60K | 0.01% | 136 |
|