JWM
Jackson Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Buy |
41,560
+108
| +0.3% | +$19.2K | 0.8% | 34 |
|
|
2025
Q1 | $6.48M | Sell |
41,452
-182
| -0.4% | -$28.4K | 0.79% | 35 |
|
|
2024
Q4 | $7.93M | Buy |
41,634
+697
| +2% | +$133K | 0.9% | 29 |
|
|
2024
Q3 | $6.84M | Buy |
40,937
+16,790
| +70% | +$2.81M | 0.82% | 34 |
|
|
2024
Q2 | $4.43M | Sell |
24,147
-17,001
| -41% | -$3.12M | 0.95% | 27 |
|
|
2024
Q1 | $6.27M | Buy |
41,148
+2,131
| +5% | +$324K | 0.78% | 34 |
|
|
2023
Q4 | $5.5M | Sell |
39,017
-789
| -2% | -$111K | 0.72% | 32 |
|
|
2023
Q3 | $5.25M | Buy |
39,806
+1,735
| +5% | +$229K | 0.75% | 31 |
|
|
2023
Q2 | $4.61M | Buy |
38,071
+9,836
| +35% | +$1.19M | 0.68% | 34 |
|
|
2023
Q1 | $2.94M | Sell |
28,235
-1,788
| -6% | -$186K | 2.21% | 4 |
|
|
2022
Q4 | $2.66M | Sell |
30,023
-20,205
| -40% | -$1.79M | 0.98% | 35 |
|
|
2022
Q3 | $4.83M | Buy |
50,228
+49,281
| +5,204% | +$4.74M | 0.95% | 27 |
|
|
2022
Q2 | $2.07M | Sell |
947
-1,725
| -65% | -$3.77M | 0.96% | 29 |
|
|
2022
Q1 | $7.46M | Buy |
2,672
+539
| +25% | +$1.51M | 1.04% | 29 |
|
|
2021
Q4 | $6.17M | Buy |
2,133
+36
| +2% | +$104K | 0.78% | 39 |
|
|
2021
Q3 | $472K | Sell |
2,097
-6,986
| -77% | -$1.57M | 5.72% | 3 |
|
|
2021
Q2 | $22.8M | Buy |
9,083
+8,151
| +875% | +$20.4M | 2.88% | 9 |
|
|
2021
Q1 | $1.93M | Buy |
932
+89
| +11% | +$184K | 0.29% | 83 |
|
|
2020
Q4 | $1.48M | Buy |
843
+47
| +6% | +$82.3K | 0.2% | 98 |
|
|
2020
Q3 | $1.17M | Buy |
796
+180
| +29% | +$265K | 0.18% | 97 |
|
|
2020
Q2 | $871K | Buy |
616
+49
| +9% | +$69.3K | 0.15% | 104 |
|
|
2020
Q1 | $790K | Sell |
567
-1,062
| -65% | -$1.48M | 0.17% | 86 |
|
|
2019
Q4 | $2.39M | Buy |
1,629
+800
| +97% | +$1.17M | 0.4% | 70 |
|
|
2019
Q3 | $1M | Buy |
+829
| New | +$1M | 0.21% | 94 |
|
|
2015
Q4 | – | Sell |
-3,287
| Closed | -$2.05M | – | 84 |
|
|
2015
Q3 | $2.05M | Buy |
3,287
+35
| +1% | +$21.8K | 0.73% | 36 |
|
|
2015
Q2 | $1.73M | Sell |
3,252
-35
| -1% | -$18.6K | 0.58% | 46 |
|
|
2015
Q1 | $1.81M | Buy |
3,287
+1,504
| +84% | +$829K | 0.58% | 52 |
|
|
2014
Q4 | $939K | Buy |
+1,783
| New | +$939K | 0.31% | 80 |
|