GOOG ALPHABET INC

Ownership history in Concentrum Wealth Management  ·  29 quarters on record

This page tracks every 13F SEC filing in which Concentrum Wealth Management reported a position in ALPHABET INC (GOOG). 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
1.42% (2025 Q4)
Avg. % of fund
0.88%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,246 -879 -5.1% 1.42% $5.1M $313.58
2025 Q3 REDUCED 17,125 -138 -0.8% 1.20% $4.2M $243.22
2025 Q2 REDUCED 17,263 -18 -0.1% 0.96% $3.1M $176.99
2025 Q1 REDUCED 17,281 -47 -0.3% 1.00% $2.7M $155.69
2024 Q4 ADDED 17,328 +57 +0.3% 1.16% $3.3M $189.57
2024 Q3 ADDED 17,271 +796 +4.8% 1.12% $2.9M $166.24
2024 Q2 REDUCED 16,475 -63 -0.4% 1.27% $3.0M $182.13
2024 Q1 ADDED 16,538 +98 +0.6% 1.16% $2.5M $151.02
2023 Q4 ADDED 16,440 +3,283 +25.0% 1.21% $2.3M $139.78
2023 Q3 UNCHANGED 13,157 0% 1.05% $1.7M $130.78
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOOG price (monthly, adj. close)
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