WMG Financial Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$529K Sell
2025
Q2
$407K Sell
2025
Q1
$360K Buy
2024
Q4
$406K Buy
2024
Q3
$352K Buy
2024
Q2
$313K Buy
2024
Q1
$223K Buy
2022
Q3
Sell
2022
Q2
$366K Hold
2022
Q1
$470K Buy
2021
Q4
$466K Buy