Heritage Wealth Partners’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
Q1 | $226K | Sell |
1,448
-4,433
| -75% | -$693K | 0.35% | 58 |
|
|
2024
Q4 | $1.12M | Buy |
5,881
+1,369
| +30% | +$261K | 1.41% | 19 |
|
|
2024
Q3 | $754K | Sell |
4,512
-1,911
| -30% | -$319K | 0.89% | 30 |
|
|
2024
Q2 | $1.18M | Buy |
6,423
+4,899
| +321% | +$899K | 1.71% | 15 |
|
|
2024
Q1 | $215K | Hold |
1,524
| – | – | 0.44% | 40 |
|
|
2023
Q4 | $215K | Buy |
+1,524
| New | +$215K | 0.44% | 40 |
|
|
2023
Q1 | – | Sell |
-5,660
| Closed | -$533K | – | 39 |
|
|
2022
Q4 | $533K | Buy |
+5,660
| New | +$533K | 0.49% | 28 |
|