JWM
Janiczek Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.46M | Sell |
13,490
-996
| -7% | -$181K | 0.52% | 25 |
|
|
2024
Q1 | $2.19M | Buy |
14,486
+625
| +5% | +$94.3K | 0.47% | 26 |
|
|
2023
Q4 | $1.94M | Buy |
13,861
+181
| +1% | +$25.3K | 0.47% | 23 |
|
|
2023
Q3 | $1.79M | Buy |
13,680
+2,383
| +21% | +$312K | 0.47% | 23 |
|
|
2023
Q2 | $1.35M | Buy |
11,297
+467
| +4% | +$55.9K | 0.37% | 28 |
|
|
2023
Q1 | $1.18M | Buy |
10,830
+1,941
| +22% | +$211K | 0.33% | 30 |
|
|
2022
Q4 | $810K | Sell |
8,889
-1,702
| -16% | -$155K | 0.23% | 39 |
|
|
2022
Q3 | $1.04M | Sell |
10,591
-1,813
| -15% | -$177K | 0.34% | 32 |
|
|
2022
Q2 | $1.44M | Buy |
12,404
+11,738
| +1,762% | +$1.37M | 0.43% | 28 |
|
|
2022
Q1 | $1.85M | Buy |
666
+60
| +10% | +$167K | 0.51% | 21 |
|
|
2021
Q4 | $1.76M | Buy |
606
+28
| +5% | +$81.1K | 0.53% | 22 |
|
|
2021
Q3 | $1.55M | Buy |
578
+46
| +9% | +$123K | 0.55% | 22 |
|
|
2021
Q2 | $1.3M | Buy |
532
+59
| +12% | +$144K | 0.47% | 23 |
|
|
2021
Q1 | $976K | Buy |
473
+52
| +12% | +$107K | 0.39% | 29 |
|
|
2020
Q4 | $738K | Buy |
421
+265
| +170% | +$465K | 0.36% | 26 |
|
|
2020
Q3 | $229K | Buy |
156
+96
| +160% | +$141K | 0.12% | 39 |
|
|
2020
Q2 | $85K | Buy |
60
+3
| +5% | +$4.25K | 0.05% | 60 |
|
|
2020
Q1 | $66K | Hold |
57
| – | – | 0.04% | 54 |
|
|
2019
Q4 | $76K | Buy |
57
+13
| +30% | +$17.3K | 0.03% | 56 |
|
|
2019
Q3 | $54K | Sell |
44
-20
| -31% | -$24.5K | 0.02% | 64 |
|
|
2019
Q2 | $69K | Buy |
64
+43
| +205% | +$46.4K | 0.03% | 61 |
|
|
2019
Q1 | $25K | Hold |
21
| – | – | 0.01% | 92 |
|
|
2018
Q4 | $22K | Hold |
21
| – | – | 0.01% | 93 |
|
|
2018
Q3 | $25K | Hold |
21
| – | – | 0.01% | 79 |
|
|
2018
Q2 | $24K | Buy |
+21
| New | +$24K | 0.01% | 85 |
|