WWM
Whalen 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 | $677K | Buy |
3,843
+430
| +13% | +$75.8K | 0.43% | 63 |
|
|
2025
Q1 | $528K | Buy |
3,413
+1,025
| +43% | +$159K | 0.35% | 58 |
|
|
2024
Q4 | $452K | Buy |
2,388
+1,002
| +72% | +$190K | 0.31% | 72 |
|
|
2024
Q3 | $230K | Buy |
1,386
+256
| +23% | +$42.5K | 0.16% | 104 |
|
|
2024
Q2 | $206K | Sell |
1,130
-500
| -31% | -$91.1K | 0.16% | 101 |
|
|
2024
Q1 | $246K | Buy |
1,630
+183
| +13% | +$27.6K | 0.18% | 85 |
|
|
2023
Q4 | $202K | Buy |
+1,447
| New | +$202K | 0.18% | 103 |
|