Heritage Oak Wealth Advisors LLC Alphabet Inc. Transaction History

Heritage Oak Wealth Advisors LLC

$275 Billion
Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Alphabet Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,698 shares of GOOGL stock, worth $469,344. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,698

Previous 1,735 2.13%

Holding current value

$469,344

Previous $306 Million 35.01%

% of portfolio

0.15%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$174.36 - $254.72 $6,451 - $9,424	-37 Reduced 2.13%	1,698 $413 Million
Q2 2025 Jul 15, 2025	BUY	$144.7 - $178.6 $12,154 - $15,002	84 Added 5.09%	1,735 $306 Million
Q1 2025 Apr 28, 2025	BUY	$154.33 - $206.19 $32,254 - $43,093	209 Added 14.49%	1,651 $255 Million
Q4 2024 Feb 05, 2025	SELL	$161.86 - $196.66 $777,899 - $945,147	-4,806 Reduced 76.92%	1,442 $273 Million
Q3 2024 Oct 23, 2024	BUY	$148.65 - $191.18 $564,870 - $726,484	3,800 Added 155.23%	6,248 $1.04 Billion

Q2 2024 Aug 28, 2024	BUY	$150.53 - $185.41 $368,497 - $453,883	2,448 New	2,448 $446 Million

Others Institutions Holding GOOGL

# of Institutions

5,910

Shares Held

4.27B

Call Options Held

110M

Put Options Held

118M

View Full List

About Alphabet Inc.

Ticker GOOGL
Exchange NASDAQ
Sector Communication Services
Industry Internet Content & Information
Shares Outstandng 5,973,000,192
Market Cap $1.65T

More about GOOGL

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Heritage Oak Wealth Advisors LLC Alphabet Inc. Transaction History