JWM
JPL Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
1,861
+61
| +3% | +$10.8K | 0.09% | 100 |
|
|
2025
Q1 | $281K | Sell |
1,800
-1,529
| -46% | -$239K | 0.08% | 103 |
|
|
2024
Q4 | $634K | Buy |
+3,329
| New | +$634K | 0.18% | 86 |
|
|
2024
Q2 | $508K | Buy |
2,769
+626
| +29% | +$115K | 0.25% | 80 |
|
|
2024
Q1 | $326K | Buy |
2,143
+162
| +8% | +$24.7K | 0.18% | 90 |
|
|
2023
Q4 | $279K | Buy |
+1,981
| New | +$279K | 0.2% | 91 |
|