Heritage Wealth Management (Ohio)’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
2025 Q2	$1.99M	Buy	11,229 +990	+10%	+$176K	0.64%	39
2025 Q1	$1.6M	Buy	10,239 +1,260	+14%	+$197K	0.54%	45
2024 Q4	$1.71M	Buy	8,979 +20	+0.2%	+$3.81K	0.57%	40
2024 Q3	$1.5M	Sell	8,959 -51	-0.6%	-$8.53K	0.49%	49
2024 Q2	$1.73M	Buy	+9,010	New	+$1.73M	0.58%	39