JWM
Jessup 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 | $11.4M | Sell |
64,455
-811
| -1% | -$143K | 4.56% | 4 |
|
|
2025
Q1 | $10.1M | Buy |
65,266
+1,739
| +3% | +$269K | 4.24% | 5 |
|
|
2024
Q4 | $12M | Buy |
63,527
+514
| +0.8% | +$97.3K | 5.13% | 4 |
|
|
2024
Q3 | $10.5M | Buy |
63,013
+33,327
| +112% | +$5.53M | 4.79% | 6 |
|
|
2024
Q2 | $5.41M | Sell |
29,686
-175
| -0.6% | -$31.9K | 2.31% | 17 |
|
|
2024
Q1 | $4.51M | Sell |
29,861
-45,140
| -60% | -$6.81M | 1.93% | 22 |
|
|
2023
Q4 | $10.5M | Buy |
75,001
+2,536
| +3% | +$354K | 5.23% | 4 |
|
|
2023
Q3 | $9.48M | Sell |
72,465
-3,001
| -4% | -$393K | 5.46% | 3 |
|
|
2023
Q2 | $9.03M | Buy |
75,466
+50,640
| +204% | +$6.06M | 4.84% | 3 |
|
|
2023
Q1 | $2.58M | Sell |
24,826
-92
| -0.4% | -$9.54K | 1.53% | 20 |
|
|
2022
Q4 | $2.2M | Buy |
+24,918
| New | +$2.2M | 1.39% | 24 |
|