Heritage Oak Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$306K	Buy	1,735 +84	+5%	+$14.8K	0.12%	59
2025 Q1	$255K	Buy	1,651 +209	+14%	+$32.3K	0.11%	61
2024 Q4	$273K	Sell	1,442 -4,806	-77%	-$910K	0.13%	60
2024 Q3	$1.04M	Buy	6,248 +3,800	+155%	+$630K	0.48%	43
2024 Q2	$446K	Buy	+2,448	New	+$446K	0.23%	62