Heritage Wealth Management (Arizona)’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
Q2 | $227K | Buy |
+1,240
| New | +$227K | 0.13% | 152 |
|
|
2022
Q4 | $517K | Buy |
5,832
+2,791
| +92% | +$248K | 0.07% | 208 |
|
|
2022
Q3 | $292K | Buy |
3,041
+101
| +3% | +$9.7K | 0.09% | 160 |
|
|
2022
Q2 | $322K | Sell |
2,940
-60
| -2% | -$6.56K | 0.11% | 142 |
|
|
2022
Q1 | $419K | Buy |
+3,000
| New | +$419K | 0.11% | 144 |
|
|
2021
Q3 | $317K | Hold |
2,380
| – | – | 0.11% | 142 |
|
|
2021
Q2 | $298K | Buy |
2,380
+260
| +12% | +$32.6K | 0.11% | 153 |
|
|
2021
Q1 | $219K | Buy |
+2,120
| New | +$219K | 0.12% | 151 |
|