HWA
Heritage Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
28,471
+76
| +0.3% | +$13.4K | 0.24% | 41 |
|
|
2025
Q1 | $4.39M | Buy |
28,395
+35
| +0.1% | +$5.41K | 0.22% | 41 |
|
|
2024
Q4 | $5.37M | Buy |
28,360
+257
| +0.9% | +$48.7K | 0.27% | 39 |
|
|
2024
Q3 | $4.66M | Buy |
28,103
+140
| +0.5% | +$23.2K | 0.22% | 42 |
|
|
2024
Q2 | $5.09M | Sell |
27,963
-11,151
| -29% | -$2.03M | 0.23% | 44 |
|
|
2024
Q1 | $5.9M | Buy |
39,114
+132
| +0.3% | +$19.9K | 0.27% | 40 |
|
|
2023
Q4 | $5.45M | Sell |
38,982
-2,271
| -6% | -$317K | 0.27% | 39 |
|
|
2023
Q3 | $5.4M | Sell |
41,253
-222
| -0.5% | -$29.1K | 0.29% | 36 |
|
|
2023
Q2 | $4.96M | Buy |
41,475
+320
| +0.8% | +$38.3K | 0.26% | 37 |
|
|
2023
Q1 | $4.27M | Buy |
41,155
+840
| +2% | +$87.1K | 0.24% | 38 |
|
|
2022
Q4 | $3.56M | Buy |
40,315
+376
| +0.9% | +$33.2K | 0.21% | 42 |
|
|
2022
Q3 | $3.82M | Buy |
39,939
+37,944
| +1,902% | +$3.63M | 0.28% | 38 |
|
|
2022
Q2 | $4.35M | Buy |
1,995
+247
| +14% | +$538K | 0.3% | 37 |
|
|
2022
Q1 | $4.86M | Buy |
1,748
+3
| +0.2% | +$8.34K | 0.27% | 39 |
|
|
2021
Q4 | $5.06M | Buy |
1,745
+56
| +3% | +$162K | 0.28% | 39 |
|
|
2021
Q3 | $4.52M | Buy |
1,689
+89
| +6% | +$238K | 0.28% | 42 |
|
|
2021
Q2 | $3.91M | Hold |
1,600
| – | – | 0.24% | 44 |
|
|
2021
Q1 | $3.3M | Buy |
1,600
+10
| +0.6% | +$20.6K | 0.2% | 46 |
|
|
2020
Q4 | $2.79M | Buy |
1,590
+817
| +106% | +$1.43M | 0.17% | 48 |
|
|
2020
Q3 | $1.13M | Sell |
773
-378
| -33% | -$554K | 0.15% | 56 |
|
|
2020
Q2 | $1.63M | Sell |
1,151
-72
| -6% | -$102K | 0.23% | 43 |
|
|
2020
Q1 | $1.42M | Buy |
1,223
+13
| +1% | +$15.1K | 0.25% | 44 |
|
|
2019
Q4 | $1.62M | Buy |
1,210
+14
| +1% | +$18.8K | 0.21% | 45 |
|
|
2019
Q3 | $1.46M | Sell |
1,196
-84
| -7% | -$103K | 0.22% | 45 |
|
|
2019
Q2 | $1.39M | Buy |
1,280
+176
| +16% | +$191K | 0.21% | 44 |
|
|
2019
Q1 | $1.3M | Buy |
1,104
+8
| +0.7% | +$9.42K | 0.21% | 45 |
|
|
2018
Q4 | $1.15M | Sell |
1,096
-26
| -2% | -$27.2K | 0.22% | 50 |
|
|
2018
Q3 | $1.35M | Buy |
1,122
+13
| +1% | +$15.7K | 0.27% | 44 |
|
|
2018
Q2 | $1.25M | Hold |
1,109
| – | – | 0.47% | 44 |
|
|
2018
Q1 | $1.15M | Buy |
1,109
+2
| +0.2% | +$2.07K | 0.48% | 42 |
|
|
2017
Q4 | $1.17M | Sell |
1,107
-47
| -4% | -$49.6K | 0.5% | 43 |
|
|
2017
Q3 | $1.13M | Buy |
1,154
+54
| +5% | +$52.6K | 0.57% | 42 |
|
|
2017
Q2 | $1.03M | Sell |
1,100
-12
| -1% | -$11.2K | 0.53% | 42 |
|
|
2017
Q1 | $943K | Buy |
1,112
+24
| +2% | +$20.4K | 0.51% | 42 |
|
|
2016
Q4 | $865K | Buy |
1,088
+174
| +19% | +$138K | 0.57% | 32 |
|
|
2016
Q3 | $736K | Buy |
914
+113
| +14% | +$91K | 0.51% | 35 |
|
|
2016
Q2 | $563K | Buy |
+801
| New | +$563K | 0.38% | 38 |
|