JWM
Jeppson 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 | $1.64M | Buy |
9,287
+106
| +1% | +$18.7K | 0.57% | 46 |
|
|
2025
Q1 | $1.42M | Sell |
9,181
-97
| -1% | -$15K | 0.52% | 52 |
|
|
2024
Q4 | $1.76M | Buy |
9,278
+115
| +1% | +$21.8K | 0.64% | 39 |
|
|
2024
Q3 | $1.52M | Sell |
9,163
-23
| -0.3% | -$3.82K | 0.54% | 50 |
|
|
2024
Q2 | $1.67M | Sell |
9,186
-117
| -1% | -$21.3K | 0.64% | 39 |
|
|
2024
Q1 | $1.4M | Sell |
9,303
-67
| -0.7% | -$10.1K | 0.54% | 52 |
|
|
2023
Q4 | $1.31M | Sell |
9,370
-45
| -0.5% | -$6.29K | 0.54% | 52 |
|
|
2023
Q3 | $1.23M | Sell |
9,415
-66
| -0.7% | -$8.64K | 0.56% | 44 |
|
|
2023
Q2 | $1.13M | Sell |
9,481
-1,025
| -10% | -$123K | 0.49% | 52 |
|
|
2023
Q1 | $1.09M | Buy |
10,506
+564
| +6% | +$58.5K | 0.47% | 55 |
|
|
2022
Q4 | $877K | Buy |
9,942
+434
| +5% | +$38.3K | 0.37% | 65 |
|
|
2022
Q3 | $909K | Buy |
9,508
+9,009
| +1,805% | +$861K | 0.41% | 56 |
|
|
2022
Q2 | $1.09M | Buy |
499
+67
| +16% | +$146K | 0.47% | 48 |
|
|
2022
Q1 | $1.2M | Buy |
432
+12
| +3% | +$33.4K | 0.56% | 45 |
|
|
2021
Q4 | $1.22M | Sell |
420
-3
| -0.7% | -$8.69K | 0.59% | 41 |
|
|
2021
Q3 | $1.13M | Sell |
423
-10
| -2% | -$26.7K | 0.59% | 39 |
|
|
2021
Q2 | $1.06M | Sell |
433
-66
| -13% | -$161K | 0.58% | 48 |
|
|
2021
Q1 | $1.03M | Sell |
499
-7
| -1% | -$14.4K | 0.61% | 45 |
|
|
2020
Q4 | $887K | Buy |
506
+3
| +0.6% | +$5.26K | 0.59% | 45 |
|
|
2020
Q3 | $737K | Buy |
+503
| New | +$737K | 0.58% | 43 |
|