GOOGL ALPHABET INC

Ownership history in Compass Wealth Management LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.1% (2025 Q4)
Avg. % of fund
1.86%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 39,720 -485 -1.2% 3.10% $12.4M $312.78
2025 Q3 REDUCED 40,205 -590 -1.4% 2.18% $9.8M $242.77
2025 Q2 ADDED 40,795 +328 +0.8% 1.71% $7.2M $175.83
2025 Q1 REDUCED 40,467 -1,222 -2.9% 1.60% $6.3M $154.11
2024 Q4 REDUCED 41,689 -1,135 -2.7% 1.90% $7.9M $188.43
2024 Q3 REDUCED 42,824 -1,900 -4.2% 1.67% $7.1M $164.90
2024 Q2 REDUCED 44,724 -258 -0.6% 2.01% $8.1M $180.86
2024 Q1 REDUCED 44,982 -1,000 -2.2% 1.70% $6.8M $149.69
2023 Q4 REDUCED 45,982 -1,603 -3.4% 1.79% $6.4M $138.54
2023 Q3 REDUCED 47,585 -540 -1.1% 1.96% $6.2M $129.79
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOOGL price (monthly, adj. close)
← Back to Compass Wealth Management LLC Holdings