Heritage Investment Group’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
$779K Buy
2025
Q2
$551K Hold
2025
Q1
$484K Buy
2024
Q4
$516K Sell
2024
Q3
$469K Buy
2024
Q2
$416K Hold
2024
Q1
$345K Buy
2023
Q4
$249K Buy
2023
Q3
$230K Buy
2023
Q2
$203K Sell
2023
Q1
$201K Buy
2022
Q2
Sell
2022
Q1
$236K Buy