Heritage Wealth Management (Ohio)’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	$1.73M	Sell	9,795 -900	-8%	-$159K	0.56%	47
2025 Q1	$1.65M	Buy	10,695 +845	+9%	+$131K	0.56%	43
2024 Q4	$1.86M	Buy	9,850 +450	+5%	+$85.2K	0.62%	34
2024 Q3	$1.56M	Hold	9,400	–	–	0.51%	46
2024 Q2	$1.79M	Buy	+9,400	New	+$1.79M	0.6%	38