Heirloom Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Sell
3,058
-94
-3% -$16.6K 0.14% 30
2025
Q1
$487K Sell
3,152
-45
-1% -$6.96K 0.14% 30
2024
Q4
$605K Buy
+3,197
New +$605K 0.18% 30