Heritage Oak Wealth Advisors’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
-8,226
Closed -$1.38M 110
2024
Q3
$1.38M Buy
+8,226
New +$1.38M 0.63% 37