JPWM
Jamison Private 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 | $8.91M | Buy |
50,208
+340
| +0.7% | +$60.3K | 1.28% | 28 |
|
|
2025
Q1 | $7.79M | Buy |
49,868
+30
| +0.1% | +$4.69K | 1.19% | 32 |
|
|
2024
Q4 | $9.49M | Buy |
49,838
+1,186
| +2% | +$226K | 1.4% | 21 |
|
|
2024
Q3 | $8.13M | Buy |
48,652
+2,045
| +4% | +$342K | 1.24% | 26 |
|
|
2024
Q2 | $8.55M | Sell |
46,607
-301
| -0.6% | -$55.2K | 1.42% | 21 |
|
|
2024
Q1 | $7.14M | Buy |
46,908
+961
| +2% | +$146K | 1.21% | 28 |
|
|
2023
Q4 | $6.48M | Buy |
45,947
+564
| +1% | +$79.5K | 1.21% | 27 |
|
|
2023
Q3 | $5.98M | Buy |
+45,383
| New | +$5.98M | 1.24% | 27 |
|