WLPWM
Walled Lake Planning & Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
19,488
-2,857
| -13% | -$503K | 1.12% | 24 |
|
|
2025
Q1 | $3.46M | Sell |
22,345
-83
| -0.4% | -$12.8K | 1.23% | 24 |
|
|
2024
Q4 | $4.25M | Sell |
22,428
-207
| -0.9% | -$39.2K | 1.58% | 21 |
|
|
2024
Q3 | $3.75M | Buy |
22,635
+88
| +0.4% | +$14.6K | 1.41% | 22 |
|
|
2024
Q2 | $4.11M | Sell |
22,547
-637
| -3% | -$116K | 1.68% | 20 |
|
|
2024
Q1 | $3.5M | Sell |
23,184
-1,153
| -5% | -$174K | 1.44% | 24 |
|
|
2023
Q4 | $3.4M | Buy |
24,337
+784
| +3% | +$110K | 1.58% | 21 |
|
|
2023
Q3 | $3.08M | Buy |
23,553
+537
| +2% | +$70.3K | 1.54% | 24 |
|
|
2023
Q2 | $2.76M | Buy |
23,016
+226
| +1% | +$27.1K | 1.34% | 23 |
|
|
2023
Q1 | $2.36M | Buy |
22,790
+19,405
| +573% | +$2.01M | 1.24% | 25 |
|
|
2022
Q4 | $299K | Sell |
3,385
-18,962
| -85% | -$1.67M | 0.2% | 40 |
|
|
2022
Q3 | $2.14M | Buy |
22,347
+21,250
| +1,937% | +$2.03M | 1.49% | 27 |
|
|
2022
Q2 | $2.39M | Buy |
1,097
+78
| +8% | +$170K | 1.65% | 26 |
|
|
2022
Q1 | $2.83M | Buy |
1,019
+10
| +1% | +$27.8K | 1.69% | 25 |
|
|
2021
Q4 | $2.92M | Hold |
1,009
| – | – | 1.69% | 26 |
|
|
2021
Q3 | $2.7M | Buy |
1,009
+845
| +515% | +$2.26M | 1.66% | 27 |
|
|
2021
Q2 | $400K | Hold |
164
| – | – | 0.26% | 50 |
|
|
2021
Q1 | $338K | Hold |
164
| – | – | 0.23% | 52 |
|
|
2020
Q4 | $287K | Hold |
164
| – | – | 0.22% | 56 |
|
|
2020
Q3 | $240K | Sell |
164
-4
| -2% | -$5.85K | 0.19% | 56 |
|
|
2020
Q2 | $238K | Sell |
168
-7
| -4% | -$9.92K | 0.2% | 56 |
|
|
2020
Q1 | $203K | Buy |
175
+7
| +4% | +$8.12K | 0.19% | 59 |
|
|
2019
Q4 | $225K | Buy |
+168
| New | +$225K | 0.16% | 59 |
|