Heritage Wealth Management (California)’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	-1,324	Closed	-$221K	–	94
2024 Q3	$221K	Buy	1,324 +11	+0.8%	+$1.84K	0.16%	75
2024 Q2	$241K	Sell	1,313 -79	-6%	-$14.5K	0.18%	62
2024 Q1	$212K	Sell	1,392 -8	-0.6%	-$1.22K	0.16%	72
2023 Q4	$197K	Buy	+1,400	New	+$197K	0.16%	69