HWA
Heartwood Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
9,488
+175
| +2% | +$30.8K | 0.17% | 53 |
|
|
2025
Q1 | $1.44M | Buy |
9,313
+178
| +2% | +$27.5K | 0.16% | 56 |
|
|
2024
Q4 | $1.73M | Buy |
9,135
+209
| +2% | +$39.6K | 0.19% | 44 |
|
|
2024
Q3 | $1.48M | Sell |
8,926
-234
| -3% | -$38.8K | 0.16% | 47 |
|
|
2024
Q2 | $1.67M | Buy |
9,160
+3,960
| +76% | +$721K | 0.2% | 44 |
|
|
2024
Q1 | $785K | Hold |
5,200
| – | – | 0.1% | 75 |
|
|
2023
Q4 | $726K | Sell |
5,200
-153
| -3% | -$21.4K | 0.1% | 67 |
|
|
2023
Q3 | $700K | Hold |
5,353
| – | – | 0.1% | 66 |
|
|
2023
Q2 | $641K | Buy |
5,353
+213
| +4% | +$25.5K | 0.09% | 74 |
|
|
2023
Q1 | $533K | Buy |
5,140
+1,280
| +33% | +$133K | 0.08% | 79 |
|
|
2022
Q4 | $341K | Buy |
3,860
+620
| +19% | +$54.7K | 0.05% | 101 |
|
|
2022
Q3 | $310K | Buy |
3,240
+3,077
| +1,888% | +$294K | 0.05% | 90 |
|
|
2022
Q2 | $355K | Buy |
163
+3
| +2% | +$6.53K | 0.06% | 89 |
|
|
2022
Q1 | $445K | Hold |
160
| – | – | 0.07% | 82 |
|
|
2021
Q4 | $464K | Hold |
160
| – | – | 0.07% | 66 |
|
|
2021
Q3 | $428K | Buy |
160
+1
| +0.6% | +$2.68K | 0.07% | 66 |
|
|
2021
Q2 | $388K | Hold |
159
| – | – | 0.06% | 68 |
|
|
2021
Q1 | $328K | Sell |
159
-16
| -9% | -$33K | 0.05% | 68 |
|
|
2020
Q4 | $307K | Hold |
175
| – | – | 0.05% | 70 |
|
|
2020
Q3 | $256K | Hold |
175
| – | – | 0.05% | 68 |
|
|
2020
Q2 | $248K | Hold |
175
| – | – | 0.05% | 68 |
|
|
2020
Q1 | $203K | Hold |
175
| – | – | 0.05% | 64 |
|
|
2019
Q4 | $234K | Buy |
+175
| New | +$234K | 0.04% | 74 |
|