WWM
WJ 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 | $215K | Buy |
+1,220
| New | +$215K | 0.07% | 95 |
|
2025
Q1 | – | Sell |
-1,270
| Closed | -$240K | – | 85 |
|
2024
Q4 | $240K | Hold |
1,270
| – | – | 0.08% | 70 |
|
2024
Q3 | $211K | Sell |
1,270
-90
| -7% | -$14.9K | 0.07% | 73 |
|
2024
Q2 | $248K | Buy |
+1,360
| New | +$248K | 0.09% | 74 |
|