JSA
Jacobson & Schmitt Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.76M | Sell |
21,315
-41,275
| -66% | -$7.27M | 0.67% | 36 |
|
2025
Q1 | $9.68M | Sell |
62,590
-726
| -1% | -$112K | 1.98% | 28 |
|
2024
Q4 | $12M | Buy |
63,316
+110
| +0.2% | +$20.8K | 2.32% | 23 |
|
2024
Q3 | $10.5M | Buy |
63,206
+2,082
| +3% | +$345K | 2.15% | 23 |
|
2024
Q2 | $11.1M | Buy |
61,124
+2,432
| +4% | +$443K | 2.53% | 17 |
|
2024
Q1 | $8.86M | Sell |
58,692
-17,152
| -23% | -$2.59M | 2.1% | 25 |
|
2023
Q4 | $10.6M | Sell |
75,844
-15,626
| -17% | -$2.18M | 2.68% | 17 |
|
2023
Q3 | $12M | Buy |
91,470
+563
| +0.6% | +$73.7K | 3.4% | 9 |
|
2023
Q2 | $10.9M | Sell |
90,907
-23,301
| -20% | -$2.79M | 3.09% | 13 |
|
2023
Q1 | $11.8M | Sell |
114,208
-2,875
| -2% | -$298K | 3.4% | 8 |
|
2022
Q4 | $11.2M | Hold |
117,083
| – | – | 3.58% | 12 |
|
2022
Q3 | $11.2M | Buy |
117,083
+110,964
| +1,813% | +$10.6M | 3.58% | 12 |
|
2022
Q2 | $13.3M | Buy |
6,119
+1,113
| +22% | +$2.43M | 4.16% | 7 |
|
2022
Q1 | $13.9M | Buy |
+5,006
| New | +$13.9M | 3.62% | 12 |
|