HCA
Heck Capital Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
3,185
+477
| +18% | +$131K | 0.08% | 106 |
|
|
2025
Q1 | $453K | Buy |
2,708
+360
| +15% | +$60.3K | 0.05% | 121 |
|
|
2024
Q4 | $544K | Buy |
2,348
+7
| +0.3% | +$1.62K | 0.06% | 108 |
|
|
2024
Q3 | $404K | Buy |
2,341
+2,100
| +871% | +$362K | 0.05% | 115 |
|
|
2024
Q2 | $387K | Hold |
241
| – | – | 0.05% | 115 |
|
|
2024
Q1 | $319K | Hold |
241
| – | – | 0.05% | 112 |
|
|
2023
Q4 | $269K | Buy |
+241
| New | +$269K | 0.04% | 121 |
|
|
2023
Q2 | – | Sell |
-323
| Closed | -$207K | – | 162 |
|
|
2023
Q1 | $207K | Buy |
323
+13
| +4% | +$8.34K | 0.04% | 113 |
|
|
2022
Q4 | $173K | Buy |
310
+7
| +2% | +$3.91K | 0.03% | 120 |
|
|
2022
Q3 | $135K | Buy |
303
+7
| +2% | +$3.11K | 0.03% | 121 |
|
|
2022
Q2 | $144K | Sell |
296
-446
| -60% | -$217K | 0.03% | 122 |
|
|
2022
Q1 | $467K | Sell |
742
-308
| -29% | -$194K | 0.08% | 85 |
|
|
2021
Q4 | $699K | Sell |
1,050
-79
| -7% | -$52.6K | 0.13% | 80 |
|
|
2021
Q3 | $547K | Sell |
1,129
-22
| -2% | -$10.7K | 0.11% | 82 |
|
|
2021
Q2 | $549K | Buy |
1,151
+19
| +2% | +$9.06K | 0.11% | 84 |
|
|
2021
Q1 | $525K | Sell |
1,132
-27
| -2% | -$12.5K | 0.12% | 82 |
|
|
2020
Q4 | $507K | Sell |
1,159
-2
| -0.2% | -$876 | 0.12% | 71 |
|
|
2020
Q3 | $423K | Buy |
1,161
+87
| +8% | +$31.7K | 0.12% | 64 |
|
|
2020
Q2 | $339K | Sell |
1,074
-70
| -6% | -$22.1K | 0.07% | 72 |
|
|
2020
Q1 | $271K | Sell |
1,144
-37
| -3% | -$8.77K | 0.08% | 64 |
|
|
2019
Q4 | $373K | Buy |
1,181
+44
| +4% | +$13.9K | 0.09% | 65 |
|
|
2019
Q3 | $314K | Buy |
1,137
+42
| +4% | +$11.6K | 0.1% | 65 |
|
|
2019
Q2 | $315K | Buy |
1,095
+35
| +3% | +$10.1K | 0.08% | 64 |
|
|
2019
Q1 | $319K | Sell |
1,060
-476
| -31% | -$143K | 0.1% | 58 |
|
|
2018
Q4 | $391K | Sell |
1,536
-27
| -2% | -$6.87K | 0.14% | 47 |
|
|
2018
Q3 | $386K | Buy |
1,563
+945
| +153% | +$233K | 0.13% | 50 |
|
|
2018
Q2 | $150K | Buy |
+618
| New | +$150K | 0.05% | 79 |
|