JPWM
Jamison Private 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 | $1.17M | Buy |
6,633
+29
| +0.4% | +$5.11K | 0.17% | 97 |
|
|
2025
Q1 | $1.02M | Sell |
6,604
-258
| -4% | -$39.9K | 0.16% | 105 |
|
|
2024
Q4 | $1.3M | Sell |
6,862
-17
| -0.2% | -$3.22K | 0.19% | 98 |
|
|
2024
Q3 | $1.14M | Buy |
6,879
+562
| +9% | +$93.2K | 0.17% | 100 |
|
|
2024
Q2 | $1.15M | Buy |
6,317
+2
| +0% | +$364 | 0.19% | 94 |
|
|
2024
Q1 | $953K | Buy |
6,315
+1,255
| +25% | +$189K | 0.16% | 100 |
|
|
2023
Q4 | $707K | Hold |
5,060
| – | – | 0.13% | 110 |
|
|
2023
Q3 | $662K | Buy |
+5,060
| New | +$662K | 0.14% | 108 |
|