Ownership history in MINDSET WEALTH MANAGEMENT, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which MINDSET 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 14,693 | -2,517 | -14.6% | 1.21% | $4.6M | $312.78 |
| 2025 Q3 | ADDED | 17,210 | +342 | +2.0% | 1.14% | $4.2M | $242.77 |
| 2025 Q2 | ADDED | 16,868 | +353 | +2.1% | 0.97% | $3.0M | $175.83 |
| 2025 Q1 | ADDED | 16,515 | +1,622 | +10.9% | 0.99% | $2.6M | $154.11 |
As of 2025 Q4 — sorted by position size