JWM
Jackson Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Buy |
43,711
+177
| +0.4% | +$31.2K | 0.84% | 32 |
|
|
2025
Q1 | $6.73M | Sell |
43,534
-750
| -2% | -$116K | 0.82% | 34 |
|
|
2024
Q4 | $8.38M | Buy |
44,284
+567
| +1% | +$107K | 0.95% | 26 |
|
|
2024
Q3 | $7.25M | Buy |
43,717
+18,520
| +74% | +$3.07M | 0.87% | 30 |
|
|
2024
Q2 | $4.59M | Sell |
25,197
-20,710
| -45% | -$3.77M | 0.98% | 23 |
|
|
2024
Q1 | $6.93M | Buy |
45,907
+2,886
| +7% | +$436K | 0.87% | 26 |
|
|
2023
Q4 | $6.01M | Sell |
43,021
-521
| -1% | -$72.8K | 0.79% | 29 |
|
|
2023
Q3 | $5.7M | Sell |
43,542
-1,504
| -3% | -$197K | 0.81% | 26 |
|
|
2023
Q2 | $5.39M | Buy |
45,046
+26,129
| +138% | +$3.13M | 0.79% | 28 |
|
|
2023
Q1 | $1.96M | Sell |
18,917
-35,535
| -65% | -$3.69M | 1.48% | 25 |
|
|
2022
Q4 | $4.8M | Sell |
54,452
-17,195
| -24% | -$1.52M | 1.77% | 17 |
|
|
2022
Q3 | $6.85M | Buy |
71,647
+70,265
| +5,084% | +$6.72M | 1.35% | 22 |
|
|
2022
Q2 | $3.01M | Sell |
1,382
-2,515
| -65% | -$5.48M | 1.4% | 19 |
|
|
2022
Q1 | $10.8M | Sell |
3,897
-3,614
| -48% | -$10.1M | 1.5% | 17 |
|
|
2021
Q4 | $21.8M | Buy |
7,511
+1,060
| +16% | +$3.07M | 2.75% | 8 |
|
|
2021
Q3 | $1.24M | Sell |
6,451
-1,475
| -19% | -$282K | 14.96% | 2 |
|
|
2021
Q2 | $19.4M | Buy |
7,926
+4,521
| +133% | +$11M | 2.45% | 11 |
|
|
2021
Q1 | $7.02M | Buy |
3,405
+160
| +5% | +$330K | 1.05% | 28 |
|
|
2020
Q4 | $5.69M | Buy |
3,245
+227
| +8% | +$398K | 0.78% | 34 |
|
|
2020
Q3 | $4.42M | Buy |
3,018
+437
| +17% | +$640K | 0.66% | 37 |
|
|
2020
Q2 | $3.66M | Buy |
2,581
+170
| +7% | +$241K | 0.65% | 37 |
|
|
2020
Q1 | $3.38M | Sell |
2,411
-999
| -29% | -$1.4M | 0.71% | 33 |
|
|
2019
Q4 | $5M | Buy |
3,410
+199
| +6% | +$292K | 0.83% | 35 |
|
|
2019
Q3 | $3.88M | Buy |
+3,211
| New | +$3.88M | 0.81% | 36 |
|