KJWM
Kiley Juergens 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 | $12.1M | Sell |
68,932
-319
| -0.5% | -$56.2K | 2.8% | 11 |
|
|
2025
Q1 | $10.7M | Sell |
69,251
-1,516
| -2% | -$234K | 2.85% | 11 |
|
|
2024
Q4 | $13.4M | Sell |
70,767
-717
| -1% | -$136K | 3.36% | 9 |
|
|
2024
Q3 | $11.9M | Buy |
71,484
+104
| +0.1% | +$17.2K | 3.08% | 10 |
|
|
2024
Q2 | $13M | Buy |
71,380
+1,958
| +3% | +$357K | 3.61% | 8 |
|
|
2024
Q1 | $10.5M | Sell |
69,422
-771
| -1% | -$116K | 3.24% | 11 |
|
|
2023
Q4 | $9.81M | Sell |
70,193
-80
| -0.1% | -$11.2K | 3.28% | 10 |
|
|
2023
Q3 | $9.2M | Sell |
70,273
-175
| -0.2% | -$22.9K | 3.32% | 9 |
|
|
2023
Q2 | $8.43M | Buy |
70,448
+1
| +0% | +$120 | 2.91% | 10 |
|
|
2023
Q1 | $7.31M | Sell |
70,447
-25
| -0% | -$2.59K | 2.73% | 10 |
|
|
2022
Q4 | $6.22M | Sell |
70,472
-1,989
| -3% | -$175K | 2.61% | 10 |
|
|
2022
Q3 | $6.93M | Buy |
+72,461
| New | +$6.93M | 3.26% | 9 |
|
|
2018
Q4 | – | Sell |
-2,367
| Closed | -$2.86M | – | 277 |
|
|
2018
Q3 | $2.86M | Buy |
2,367
+251
| +12% | +$303K | 2.13% | 9 |
|
|
2018
Q2 | $2.39M | Buy |
2,116
+149
| +8% | +$168K | 2.13% | 10 |
|
|
2018
Q1 | $2.04M | Buy |
1,967
+169
| +9% | +$175K | 2.21% | 12 |
|
|
2017
Q4 | $1.89M | Buy |
+1,798
| New | +$1.89M | 1.7% | 13 |
|