JFG Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
1,961
-2,964
| -60% | -$522K | 0.07% | 51 |
|
|
2025
Q1 | $762K | Sell |
4,925
-749
| -13% | -$116K | 0.17% | 35 |
|
|
2024
Q4 | $1.07M | Buy |
5,674
+2,693
| +90% | +$510K | 0.25% | 40 |
|
|
2024
Q3 | $495K | Buy |
2,981
+970
| +48% | +$161K | 0.14% | 44 |
|
|
2024
Q2 | $366K | Buy |
2,011
+253
| +14% | +$46.1K | 0.1% | 40 |
|
|
2024
Q1 | $265K | Sell |
1,758
-189
| -10% | -$28.5K | 0.07% | 49 |
|
|
2023
Q4 | $272K | Buy |
+1,947
| New | +$272K | 0.08% | 64 |
|
|
2022
Q1 | – | Sell |
-4,500
| Closed | -$652K | – | 47 |
|
|
2021
Q4 | $652K | Sell |
4,500
-120
| -3% | -$17.4K | 0.24% | 18 |
|
|
2021
Q3 | $617K | Hold |
4,620
| – | – | 0.29% | 16 |
|
|
2021
Q2 | $564K | Buy |
+4,620
| New | +$564K | 0.25% | 15 |
|
|
2021
Q1 | – | Sell |
-6,120
| Closed | -$536K | – | 31 |
|
|
2020
Q4 | $536K | Sell |
6,120
-14,780
| -71% | -$1.29M | 0.29% | 26 |
|
|
2020
Q3 | $1.53M | Buy |
+20,900
| New | +$1.53M | 1.08% | 12 |
|