Heritage Wealth Partners, LLC
- SEC CIK
- 0001963794
- Latest filing
- May 14, 2025
GOOGL holding history
Alphabet Inc. in every 13F filed by Heritage Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GOOGL overviewAll 13F holders of GOOGLFull Q1 2025 holdings
- Shares (Q1 2025)
- 10,400
- Value
- $1.61M
- % of portfolio
- 2.5%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 10,400 | $1.61M | 2.5% | +23+0.2% | Added | Holders |
| Q4 2024 | 10,377 | $1.96M | 2.5% | +83+0.8% | Added | Holders |
| Q3 2024 | 10,294 | $1.71M | 2.0% | +454+4.6% | Added | Holders |
| Q2 2024 | 9,840 | $1.79M | 2.6% | −2,442−19.9% | Reduced | Holders |
| Q1 2024 | 12,282 | $1.72M | 3.5% | 00.0% | Unchanged | Holders |
| Q4 2023 | 12,282 | $1.72M | 3.5% | −228−1.8% | Reduced | Holders |
| Q3 2023 | 12,510 | $1.64M | 3.5% | +2,930+30.6% | Added | Holders |
| Q2 2023 | 9,580 | $1.15M | 0.7% | +9,580 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −4,272−100.0% | Sold out | Holders |
| Q4 2022 | 4,272 | $401.0K | 0.4% | – | No prior filing | Holders |