Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $794K | Buy |
9,002
+3,786
| +73% | +$334K | 0.11% | 131 |
|
|
2022
Q3 | $499K | Buy |
5,216
+256
| +5% | +$24.5K | 0.16% | 100 |
|
|
2022
Q2 | $540K | Sell |
4,960
-220
| -4% | -$24K | 0.18% | 91 |
|
|
2022
Q1 | $720K | Buy |
+5,180
| New | +$720K | 0.19% | 88 |
|
|
2021
Q3 | $513K | Sell |
3,840
-220
| -5% | -$29.4K | 0.18% | 86 |
|
|
2021
Q2 | $496K | Sell |
4,060
-440
| -10% | -$53.8K | 0.19% | 91 |
|
|
2021
Q1 | $464K | Buy |
+4,500
| New | +$464K | 0.26% | 73 |
|