Heartwood Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.31M | Hold |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $785K | Hold |
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|
2023
Q4 | $726K | Sell |
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|
2023
Q3 | $700K | Hold |
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|
2023
Q2 | $641K | Buy |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $445K | Hold |
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|
2021
Q4 | $464K | Hold |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $388K | Hold |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $307K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $248K | Hold |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $234K | Buy |
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