XWM
Xcel 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 | $10.5M | Sell |
59,763
-19,628
| -25% | -$3.46M | 3% | 9 |
|
|
2025
Q1 | $12.3M | Sell |
79,391
-12,417
| -14% | -$1.92M | 3.83% | 4 |
|
|
2024
Q4 | $17.4M | Sell |
91,808
-3,318
| -3% | -$628K | 4.82% | 3 |
|
|
2024
Q3 | $15.8M | Sell |
95,126
-10,195
| -10% | -$1.69M | 4.61% | 3 |
|
|
2024
Q2 | $19.2M | Sell |
105,321
-6,085
| -5% | -$1.11M | 6.01% | 3 |
|
|
2024
Q1 | $16.8M | Sell |
111,406
-5,459
| -5% | -$824K | 5.26% | 3 |
|
|
2023
Q4 | $16.3M | Sell |
116,865
-1,944
| -2% | -$272K | 5.72% | 3 |
|
|
2023
Q3 | $15.5M | Sell |
118,809
-3,661
| -3% | -$479K | 6.13% | 2 |
|
|
2023
Q2 | $14.7M | Sell |
122,470
-1,470
| -1% | -$176K | 4.63% | 3 |
|
|
2023
Q1 | $12.9M | Buy |
123,940
+780
| +0.6% | +$80.9K | 4.52% | 3 |
|
|
2022
Q4 | $10.9M | Sell |
123,160
-11,392
| -8% | -$1.01M | 4.28% | 3 |
|
|
2022
Q3 | $12.9M | Buy |
134,552
+128,789
| +2,235% | +$12.3M | 4.79% | 3 |
|
|
2022
Q2 | $12.6M | Buy |
5,763
+1,591
| +38% | +$3.47M | 4.58% | 4 |
|
|
2022
Q1 | $11.6M | Buy |
4,172
+766
| +22% | +$2.13M | 3.18% | 5 |
|
|
2021
Q4 | $9.87M | Buy |
3,406
+99
| +3% | +$287K | 2.54% | 8 |
|
|
2021
Q3 | $8.84M | Buy |
3,307
+15
| +0.5% | +$40.1K | 2.56% | 9 |
|
|
2021
Q2 | $8.04M | Buy |
3,292
+66
| +2% | +$161K | 2.43% | 12 |
|
|
2021
Q1 | $6.65M | Sell |
3,226
-209
| -6% | -$431K | 2.37% | 11 |
|
|
2020
Q4 | $6.02M | Buy |
3,435
+40
| +1% | +$70.1K | 2.6% | 10 |
|
|
2020
Q3 | $4.98M | Sell |
3,395
-190
| -5% | -$278K | 2.56% | 11 |
|
|
2020
Q2 | $5.08M | Buy |
3,585
+29
| +0.8% | +$41.1K | 3.15% | 9 |
|
|
2020
Q1 | $4.13M | Sell |
3,556
-270
| -7% | -$314K | 3.73% | 7 |
|
|
2019
Q4 | $5.12M | Buy |
3,826
+60
| +2% | +$80.4K | 4.26% | 5 |
|
|
2019
Q3 | $4.6M | Sell |
3,766
-160
| -4% | -$195K | 4.26% | 7 |
|
|
2019
Q2 | $4.25M | Buy |
3,926
+100
| +3% | +$108K | 4.17% | 6 |
|
|
2019
Q1 | $4.5M | Sell |
3,826
-182
| -5% | -$214K | 4.64% | 4 |
|
|
2018
Q4 | $4.19M | Buy |
+4,008
| New | +$4.19M | 5.12% | 6 |
|