Heritage Wealth Management (California)’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 | $1.03M | Sell |
5,851
-19
| -0.3% | -$3.35K | 0.69% | 36 |
|
|
2025
Q1 | $908K | Sell |
5,870
-31
| -0.5% | -$4.79K | 0.68% | 37 |
|
|
2024
Q4 | $1.12M | Buy |
5,901
+18
| +0.3% | +$3.41K | 0.8% | 32 |
|
|
2024
Q3 | $976K | Buy |
5,883
+996
| +20% | +$165K | 0.69% | 33 |
|
|
2024
Q2 | $890K | Sell |
4,887
-116
| -2% | -$21.1K | 0.65% | 32 |
|
|
2024
Q1 | $755K | Sell |
5,003
-66
| -1% | -$9.96K | 0.57% | 37 |
|
|
2023
Q4 | $708K | Buy |
+5,069
| New | +$708K | 0.57% | 35 |
|