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 |
|