KJWM
Kiley Juergens 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 | $4.22M | Buy |
23,791
+6,765
| +40% | +$1.2M | 0.97% | 23 |
|
2025
Q1 | $2.66M | Buy |
17,026
+652
| +4% | +$102K | 0.71% | 31 |
|
2024
Q4 | $3.12M | Buy |
16,374
+1
| +0% | +$190 | 0.78% | 28 |
|
2024
Q3 | $2.74M | Sell |
16,373
-138
| -0.8% | -$23.1K | 0.71% | 32 |
|
2024
Q2 | $3.03M | Buy |
16,511
+654
| +4% | +$120K | 0.84% | 26 |
|
2024
Q1 | $2.41M | Sell |
15,857
-158
| -1% | -$24.1K | 0.75% | 30 |
|
2023
Q4 | $2.26M | Buy |
16,015
+65
| +0.4% | +$9.16K | 0.76% | 29 |
|
2023
Q3 | $2.1M | Sell |
15,950
-90
| -0.6% | -$11.9K | 0.76% | 30 |
|
2023
Q2 | $1.94M | Buy |
16,040
+2
| +0% | +$242 | 0.67% | 33 |
|
2023
Q1 | $1.67M | Buy |
16,038
+148
| +0.9% | +$15.4K | 0.62% | 34 |
|
2022
Q4 | $1.41M | Sell |
15,890
-108
| -0.7% | -$9.58K | 0.59% | 35 |
|
2022
Q3 | $1.54M | Buy |
+15,998
| New | +$1.54M | 0.72% | 31 |
|
2018
Q4 | – | Sell |
-788
| Closed | -$940K | – | 276 |
|
2018
Q3 | $940K | Buy |
788
+15
| +2% | +$17.9K | 0.7% | 30 |
|
2018
Q2 | $862K | Buy |
773
+28
| +4% | +$31.2K | 0.77% | 26 |
|
2018
Q1 | $768K | Sell |
745
-10
| -1% | -$10.3K | 0.83% | 28 |
|
2017
Q4 | $790K | Buy |
+755
| New | +$790K | 0.71% | 28 |
|