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9258 Wealth Management, LLC

SEC CIK
0001766506
Latest filing
Nov 12, 2024

GOOGL holding history

Alphabet Inc. in every 13F filed by 9258 Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GOOGL overviewAll 13F holders of GOOGLFull Q3 2024 holdings

Shares (Q3 2024)
21,343
Value
$3.54M
% of portfolio
0.5%
Quarters held
15
Since Q1 2021
Holdings of GOOGL by 9258 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202421,343$3.54M0.5%−573−2.6%ReducedHolders
Q2 202421,916$3.99M0.6%+601+2.8%AddedHolders
Q1 202421,315$3.22M0.5%+1,248+6.2%AddedHolders
Q4 202320,067$2.80M0.5%+493+2.5%AddedHolders
Q3 202319,574$2.56M0.5%−20−0.1%ReducedHolders
Q2 202319,594$2.35M0.4%+698+3.7%AddedHolders
Q1 202318,896$1.96M0.4%−573−2.9%ReducedHolders
Q4 202219,469$1.72M0.4%+2,032+11.7%AddedHolders
Q3 202217,437$1.67M0.4%−1,183−6.4%ReducedConverted for a 20-for-1 splitHolders
Q2 2022931$2.03M0.5%+48+5.4%AddedHolders
Q1 2022883$2.46M0.6%+24+2.8%AddedHolders
Q4 2021859$2.49M0.6%+76+9.7%AddedHolders
Q3 2021783$2.09M0.6%+31+4.1%AddedHolders
Q2 2021752$1.84M0.5%+81+12.1%AddedHolders
Q1 2021671$1.38M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.