JWM
Jupiter 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 | $20M | Buy |
98,874
+5,787
| +6% | +$1.17M | 10.08% | 1 |
|
|
2025
Q1 | $15.5M | Sell |
93,087
-6,487
| -7% | -$1.08M | 9.39% | 1 |
|
|
2024
Q4 | $18.8M | Buy |
99,574
+1,087
| +1% | +$206K | 9.45% | 1 |
|
|
2024
Q3 | $16.3M | Sell |
98,487
-130
| -0.1% | -$21.6K | 8.36% | 1 |
|
|
2024
Q2 | $16.9M | Sell |
98,617
-8,251
| -8% | -$1.42M | 8.97% | 1 |
|
|
2024
Q1 | $18.1M | Buy |
106,868
+6,727
| +7% | +$1.14M | 9.58% | 1 |
|
|
2023
Q4 | $14M | Buy |
100,141
+1,548
| +2% | +$216K | 8.23% | 1 |
|
|
2023
Q3 | $13.1M | Sell |
98,593
-247
| -0.2% | -$32.8K | 8.47% | 1 |
|
|
2023
Q2 | $11.8M | Buy |
98,840
+3,440
| +4% | +$412K | 10.16% | 2 |
|
|
2023
Q1 | $9.9M | Buy |
95,400
+26,700
| +39% | +$2.77M | 9.11% | 1 |
|
|
2022
Q4 | $6.06M | Sell |
68,700
-6,080
| -8% | -$536K | 5.86% | 5 |
|
|
2022
Q3 | $7.15M | Buy |
74,780
+70,941
| +1,848% | +$6.78M | 7.18% | 1 |
|
|
2022
Q2 | $8.37M | Sell |
3,839
-280
| -7% | -$610K | 7.62% | 1 |
|
|
2022
Q1 | $11.5M | Sell |
4,119
-70
| -2% | -$195K | 7.17% | 1 |
|
|
2021
Q4 | $12.1M | Sell |
4,189
-275
| -6% | -$797K | 6.3% | 2 |
|
|
2021
Q3 | $13M | Buy |
4,464
+142
| +3% | +$414K | 6.14% | 1 |
|
|
2021
Q2 | $11.7M | Sell |
4,322
-603
| -12% | -$1.64M | 5.62% | 2 |
|
|
2021
Q1 | $11.8M | Buy |
4,925
+520
| +12% | +$1.24M | 5.95% | 1 |
|
|
2020
Q4 | $7.72M | Sell |
4,405
-201
| -4% | -$352K | 4.73% | 4 |
|
|
2020
Q3 | $6.75M | Sell |
4,606
-2,337
| -34% | -$3.43M | 4.76% | 6 |
|
|
2020
Q2 | $10.9M | Sell |
6,943
-81
| -1% | -$127K | 5.43% | 2 |
|
|
2020
Q1 | $9.25M | Sell |
7,024
-1
| -0% | -$1.32K | 5.39% | 2 |
|
|
2019
Q4 | $10.1M | Sell |
7,025
-217
| -3% | -$310K | 4.86% | 5 |
|
|
2019
Q3 | $8.84M | Sell |
7,242
-42
| -0.6% | -$51.3K | 4.72% | 5 |
|
|
2019
Q2 | $8.35M | Sell |
7,284
-41
| -0.6% | -$47K | 4.14% | 5 |
|
|
2019
Q1 | $9.09M | Buy |
+7,325
| New | +$9.09M | 4.38% | 5 |
|