Heritage Family Offices’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,240
Closed -$207K 187
2024
Q3
$207K Hold
1,240
0.11% 171
2024
Q2
$227K Buy
+1,240
New +$227K 0.13% 152