HWA
Heartwood Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
1,758
-30
| -2% | -$8.27K | 0.05% | 111 |
|
|
2025
Q1 | $299K | Sell |
1,788
-18
| -1% | -$3.01K | 0.03% | 139 |
|
|
2024
Q4 | $419K | Buy |
1,806
+276
| +18% | +$64K | 0.05% | 102 |
|
|
2024
Q3 | $264K | Buy |
1,530
+1,393
| +1,017% | +$240K | 0.03% | 144 |
|
|
2024
Q2 | $220K | Buy |
+137
| New | +$220K | 0.03% | 162 |
|