Heritage Financial Services’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Buy
2025
Q2
$833K Sell
2025
Q1
$899K Buy
2024
Q4
$930K Buy
2024
Q3
$801K Buy
2024
Q2
$872K Sell
2024
Q1
$764K Buy
2023
Q4
$649K Buy
2023
Q3
$560K Buy
2023
Q2
$393K Hold
2023
Q1
$338K Sell
2022
Q4
$301K Buy
2022
Q3
$273K Hold
2022
Q2
$310K Sell
2022
Q1
$485K Buy
2021
Q4
$373K Buy