Heritage Financial Services’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 | $810K | Buy |
|
|||||
|
2025
Q2 | $565K | Sell |
|
|||||
|
2025
Q1 | $659K | Buy |
|
|||||
|
2024
Q4 | $654K | Buy |
|
|||||
|
2024
Q3 | $537K | Sell |
|
|||||
|
2024
Q2 | $613K | Sell |
|
|||||
|
2024
Q1 | $537K | Buy |
|
|||||
|
2023
Q4 | $425K | Hold |
|
|||||
|
2023
Q3 | $398K | Sell |
|
|||||
|
2023
Q2 | $393K | Sell |
|
|||||
|
2023
Q1 | $409K | Sell |
|
|||||
|
2022
Q4 | $352K | Buy |
|
|||||
|
2022
Q3 | $278K | Buy |
|
|||||
|
2022
Q2 | $283K | Buy |
|
|||||
|
2022
Q1 | $333K | Sell |
|
|||||
|
2021
Q4 | $370K | Buy |
|