JWA
JFS Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
25,297
-165
| -0.6% | -$29.3K | 0.29% | 61 |
|
|
2025
Q1 | $3.98M | Sell |
25,462
-167
| -0.7% | -$26.1K | 0.27% | 62 |
|
|
2024
Q4 | $4.88M | Buy |
25,629
+225
| +0.9% | +$42.8K | 0.33% | 52 |
|
|
2024
Q3 | $4.25M | Buy |
25,404
+9,953
| +64% | +$1.66M | 0.28% | 60 |
|
|
2024
Q2 | $2.83M | Sell |
15,451
-385
| -2% | -$70.6K | 0.22% | 66 |
|
|
2024
Q1 | $2.41M | Sell |
15,836
-288
| -2% | -$43.9K | 0.19% | 73 |
|
|
2023
Q4 | $2.27M | Buy |
16,124
+799
| +5% | +$113K | 0.19% | 72 |
|
|
2023
Q3 | $2.02M | Buy |
15,325
+1,481
| +11% | +$195K | 0.19% | 81 |
|
|
2023
Q2 | $1.67M | Sell |
13,844
-81
| -0.6% | -$9.8K | 0.15% | 91 |
|
|
2023
Q1 | $1.45M | Buy |
13,925
+61
| +0.4% | +$6.34K | 0.14% | 93 |
|
|
2022
Q4 | $1.23M | Sell |
13,864
-215
| -2% | -$19.1K | 0.12% | 99 |
|
|
2022
Q3 | $1.35M | Buy |
14,079
+13,364
| +1,869% | +$1.29M | 0.15% | 93 |
|
|
2022
Q2 | $1.56M | Buy |
715
+4
| +0.6% | +$8.75K | 0.17% | 83 |
|
|
2022
Q1 | $1.99M | Buy |
711
+7
| +1% | +$19.6K | 0.19% | 85 |
|
|
2021
Q4 | $2.04M | Buy |
704
+10
| +1% | +$28.9K | 0.19% | 84 |
|
|
2021
Q3 | $1.85M | Buy |
694
+274
| +65% | +$730K | 0.19% | 85 |
|
|
2021
Q2 | $1.05M | Buy |
420
+90
| +27% | +$226K | 0.16% | 88 |
|
|
2021
Q1 | $683K | Sell |
330
-21
| -6% | -$43.5K | 0.14% | 85 |
|
|
2020
Q4 | $615K | Buy |
351
+79
| +29% | +$138K | 0.13% | 88 |
|
|
2020
Q3 | $400K | Hold |
272
| – | – | 0.1% | 97 |
|
|
2020
Q2 | $385K | Buy |
272
+36
| +15% | +$51K | 0.1% | 100 |
|
|
2020
Q1 | $274K | Sell |
236
-6
| -2% | -$6.97K | 0.08% | 105 |
|
|
2019
Q4 | $324K | Sell |
242
-2
| -0.8% | -$2.68K | 0.08% | 116 |
|
|
2019
Q3 | $297K | Buy |
244
+12
| +5% | +$14.6K | 0.08% | 118 |
|
|
2019
Q2 | $251K | Sell |
232
-20
| -8% | -$21.6K | 0.06% | 126 |
|
|
2019
Q1 | $296K | Hold |
252
| – | – | 0.08% | 116 |
|
|
2018
Q4 | $261K | Hold |
252
| – | – | 0.07% | 118 |
|
|
2018
Q3 | $301K | Sell |
252
-70
| -22% | -$83.6K | 0.08% | 117 |
|
|
2018
Q2 | $359K | Sell |
322
-87
| -21% | -$97K | 0.09% | 106 |
|
|
2018
Q1 | $422K | Sell |
409
-58
| -12% | -$59.8K | 0.11% | 97 |
|
|
2017
Q4 | $489K | Buy |
467
+21
| +5% | +$22K | 0.12% | 89 |
|
|
2017
Q3 | $428K | Hold |
446
| – | – | 0.11% | 94 |
|
|
2017
Q2 | $405K | Sell |
446
-28
| -6% | -$25.4K | 0.11% | 87 |
|
|
2017
Q1 | $366K | Hold |
474
| – | – | 0.1% | 99 |
|
|
2016
Q4 | $366K | Sell |
474
-107
| -18% | -$82.6K | 0.1% | 99 |
|
|
2016
Q3 | $452K | Sell |
581
-1,142
| -66% | -$888K | 0.13% | 83 |
|
|
2016
Q2 | $1.19M | Sell |
1,723
-59
| -3% | -$40.8K | 0.33% | 64 |
|
|
2016
Q1 | $1.33M | Buy |
1,782
+6
| +0.3% | +$4.47K | 0.39% | 57 |
|
|
2015
Q4 | $1.35M | Sell |
1,776
-1,488
| -46% | -$1.13M | 0.39% | 59 |
|
|
2015
Q3 | $2.03M | Buy |
3,264
+2,827
| +647% | +$1.76M | 0.89% | 28 |
|
|
2015
Q2 | $234K | Sell |
437
-4
| -0.9% | -$2.14K | 0.12% | 82 |
|
|
2015
Q1 | $244K | Sell |
441
-7
| -2% | -$3.87K | 0.11% | 77 |
|
|
2014
Q4 | $237K | Buy |
448
+214
| +91% | +$113K | 0.04% | 76 |
|
|
2014
Q3 | $137K | Buy |
234
+21
| +10% | +$12.3K | 0.02% | 100 |
|
|
2014
Q2 | $124K | Buy |
+213
| New | +$124K | 0.02% | 113 |
|