First Heartland Consultants’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$705K Buy
2,558
+700
+38% +$193K 0.06% 210
2025
Q1
$311K Sell
1,858
-5
-0.3% -$837 0.03% 340
2024
Q4
$432K Sell
1,863
-3,706
-67% -$859K 0.04% 265
2024
Q3
$961K Sell
5,569
-3,431
-38% -$592K 0.1% 143
2024
Q2
$1.45K Buy
9,000
+2,770
+44% +$445 0.1% 136
2024
Q1
$826K Sell
6,230
-870
-12% -$115K 0.09% 182
2023
Q4
$793K Buy
7,100
+1,090
+18% +$122K 0.1% 163
2023
Q3
$499K Sell
6,010
-510
-8% -$42.3K 0.06% 211
2023
Q2
$566K Sell
6,520
-990
-13% -$85.9K 0.07% 197
2023
Q1
$482K Buy
7,510
+420
+6% +$26.9K 0.07% 199
2022
Q4
$396K Sell
7,090
-560
-7% -$31.3K 0.06% 239
2022
Q3
$339 Buy
7,650
+600
+9% +$27 0.03% 230
2022
Q2
$342K Sell
7,050
-5,480
-44% -$266K 0.05% 239
2022
Q1
$789K Sell
12,530
-280
-2% -$17.6K 0.12% 140
2021
Q4
$852 Sell
12,810
-830
-6% -$55 0.03% 130
2021
Q3
$661K Sell
13,640
-3,930
-22% -$190K 0.1% 162
2021
Q2
$838K Buy
17,570
+11,520
+190% +$549K 0.13% 147
2021
Q1
$281K Sell
6,050
-160
-3% -$7.43K 0.04% 294
2020
Q4
$272K Buy
6,210
+30
+0.5% +$1.31K 0.05% 259
2020
Q3
$225K Buy
+6,180
New +$225K 0.04% 257
2017
Q4
Sell
-33,830
Closed -$820K 274
2017
Q3
$820K Sell
33,830
-4,380
-11% -$106K 0.2% 147
2017
Q2
$890K Buy
38,210
+560
+1% +$13K 0.23% 123
2017
Q1
$824K Buy
37,650
+250
+0.7% +$5.47K 0.23% 128
2016
Q4
$661K Sell
37,400
-2,980
-7% -$52.7K 0.2% 142
2016
Q3
$697K Buy
+40,380
New +$697K 0.2% 124