HWA
Heartwood Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
10,486
-261
| -2% | -$46.3K | 0.19% | 48 |
|
|
2025
Q1 | $1.68M | Sell |
10,747
-494
| -4% | -$77.2K | 0.19% | 50 |
|
|
2024
Q4 | $2.14M | Buy |
11,241
+61
| +0.5% | +$11.6K | 0.24% | 43 |
|
|
2024
Q3 | $1.87M | Sell |
11,180
-550
| -5% | -$92K | 0.21% | 43 |
|
|
2024
Q2 | $2.15M | Buy |
11,730
+4,991
| +74% | +$915K | 0.26% | 41 |
|
|
2024
Q1 | $1.03M | Sell |
6,739
-108
| -2% | -$16.4K | 0.13% | 54 |
|
|
2023
Q4 | $965K | Sell |
6,847
-131
| -2% | -$18.5K | 0.13% | 50 |
|
|
2023
Q3 | $920K | Sell |
6,978
-39
| -0.6% | -$5.14K | 0.14% | 51 |
|
|
2023
Q2 | $849K | Buy |
7,017
+1,194
| +21% | +$144K | 0.12% | 60 |
|
|
2023
Q1 | $606K | Buy |
5,823
+661
| +13% | +$68.7K | 0.09% | 71 |
|
|
2022
Q4 | $458K | Buy |
5,162
+1,982
| +62% | +$176K | 0.07% | 84 |
|
|
2022
Q3 | $306K | Buy |
3,180
+3,021
| +1,900% | +$291K | 0.05% | 92 |
|
|
2022
Q2 | $348K | Buy |
159
+20
| +14% | +$43.8K | 0.06% | 90 |
|
|
2022
Q1 | $388K | Buy |
+139
| New | +$388K | 0.06% | 90 |
|