Heartland Bank & Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.07M | Sell |
14,781
-265
| -2% | -$73K | 1.91% | 9 |
|
2025
Q1 | $2.52M | Sell |
15,046
-2,089
| -12% | -$350K | 1.29% | 12 |
|
2024
Q4 | $3.97M | Buy |
17,135
+285
| +2% | +$66.1K | 2.16% | 11 |
|
2024
Q3 | $2.91M | Sell |
16,850
-450
| -3% | -$77.6K | 1.57% | 12 |
|
2024
Q2 | $2.78M | Buy |
17,300
+210
| +1% | +$33.7K | 1.58% | 12 |
|
2024
Q1 | $2.27M | Buy |
+17,090
| New | +$2.27M | 1.32% | 14 |
|