Heritage Wealth Management (California)’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
2025
Q1
$908K Sell
2024
Q4
$1.12M Buy
2024
Q3
$976K Buy
2024
Q2
$890K Sell
2024
Q1
$755K Sell
2023
Q4
$708K Buy