JWA
JFS Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Sell |
29,836
-384
| -1% | -$67.7K | 0.33% | 51 |
|
|
2025
Q1 | $4.67M | Sell |
30,220
-62
| -0.2% | -$9.59K | 0.32% | 54 |
|
|
2024
Q4 | $5.73M | Sell |
30,282
-335
| -1% | -$63.4K | 0.39% | 44 |
|
|
2024
Q3 | $5.08M | Buy |
30,617
+14,808
| +94% | +$2.46M | 0.34% | 50 |
|
|
2024
Q2 | $2.88M | Sell |
15,809
-737
| -4% | -$134K | 0.23% | 64 |
|
|
2024
Q1 | $2.5M | Sell |
16,546
-958
| -5% | -$145K | 0.2% | 70 |
|
|
2023
Q4 | $2.45M | Sell |
17,504
-1,427
| -8% | -$199K | 0.21% | 66 |
|
|
2023
Q3 | $2.48M | Buy |
18,931
+1,212
| +7% | +$159K | 0.23% | 66 |
|
|
2023
Q2 | $2.12M | Sell |
17,719
-570
| -3% | -$68.2K | 0.19% | 79 |
|
|
2023
Q1 | $1.9M | Sell |
18,289
-1,571
| -8% | -$163K | 0.18% | 83 |
|
|
2022
Q4 | $1.75M | Sell |
19,860
-717
| -3% | -$63.3K | 0.17% | 88 |
|
|
2022
Q3 | $1.97M | Buy |
20,577
+19,549
| +1,902% | +$1.87M | 0.22% | 80 |
|
|
2022
Q2 | $2.24M | Sell |
1,028
-10
| -1% | -$21.8K | 0.24% | 69 |
|
|
2022
Q1 | $2.89M | Buy |
1,038
+9
| +0.9% | +$25K | 0.27% | 71 |
|
|
2021
Q4 | $2.98M | Buy |
1,029
+61
| +6% | +$177K | 0.28% | 72 |
|
|
2021
Q3 | $2.59M | Buy |
968
+365
| +61% | +$976K | 0.27% | 70 |
|
|
2021
Q2 | $1.47M | Sell |
603
-115
| -16% | -$281K | 0.22% | 73 |
|
|
2021
Q1 | $1.48M | Sell |
718
-58
| -7% | -$120K | 0.3% | 64 |
|
|
2020
Q4 | $1.36M | Sell |
776
-3
| -0.4% | -$5.26K | 0.29% | 69 |
|
|
2020
Q3 | $1.14M | Hold |
779
| – | – | 0.27% | 67 |
|
|
2020
Q2 | $1.11M | Buy |
779
+15
| +2% | +$21.3K | 0.29% | 65 |
|
|
2020
Q1 | $888K | Sell |
764
-233
| -23% | -$271K | 0.27% | 68 |
|
|
2019
Q4 | $1.34M | Sell |
997
-25
| -2% | -$33.5K | 0.33% | 57 |
|
|
2019
Q3 | $1.25M | Sell |
1,022
-20
| -2% | -$24.4K | 0.32% | 58 |
|
|
2019
Q2 | $1.13M | Sell |
1,042
-90
| -8% | -$97.4K | 0.29% | 64 |
|
|
2019
Q1 | $1.33M | Sell |
1,132
-15
| -1% | -$17.7K | 0.35% | 55 |
|
|
2018
Q4 | $1.2M | Sell |
1,147
-45
| -4% | -$47K | 0.32% | 62 |
|
|
2018
Q3 | $1.44M | Sell |
1,192
-71
| -6% | -$85.7K | 0.37% | 53 |
|
|
2018
Q2 | $1.43M | Sell |
1,263
-23
| -2% | -$26K | 0.38% | 51 |
|
|
2018
Q1 | $1.33M | Sell |
1,286
-98
| -7% | -$102K | 0.35% | 54 |
|
|
2017
Q4 | $1.46M | Sell |
1,384
-10
| -0.7% | -$10.5K | 0.36% | 55 |
|
|
2017
Q3 | $1.36M | Sell |
1,394
-110
| -7% | -$107K | 0.35% | 56 |
|
|
2017
Q2 | $1.4M | Sell |
1,504
-37
| -2% | -$34.4K | 0.38% | 56 |
|
|
2017
Q1 | $1.22M | Hold |
1,541
| – | – | 0.33% | 64 |
|
|
2016
Q4 | $1.22M | Sell |
1,541
-84
| -5% | -$66.6K | 0.33% | 64 |
|
|
2016
Q3 | $1.31M | Buy |
1,625
+99
| +6% | +$79.6K | 0.37% | 60 |
|
|
2016
Q2 | $1.07M | Sell |
1,526
-14
| -0.9% | -$9.85K | 0.3% | 66 |
|
|
2016
Q1 | $1.18M | Buy |
1,540
+104
| +7% | +$79.4K | 0.35% | 60 |
|
|
2015
Q4 | $1.12M | Buy |
+1,436
| New | +$1.12M | 0.32% | 63 |
|