Heritage Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
7,331
+1,454
| +25% | +$401K | 0.19% | 26 |
|
|
2025
Q1 | $984K | Sell |
5,877
-69
| -1% | -$11.6K | 0.1% | 44 |
|
|
2024
Q4 | $1.38M | Buy |
5,946
+3,450
| +138% | +$800K | 0.18% | 33 |
|
|
2024
Q3 | $431K | Buy |
2,496
+6
| +0.2% | +$1.04K | 0.06% | 70 |
|
|
2024
Q2 | $400K | Sell |
2,490
-30
| -1% | -$4.82K | 0.06% | 69 |
|
|
2024
Q1 | $334K | Buy |
2,520
+370
| +17% | +$49K | 0.05% | 73 |
|
|
2023
Q4 | $240K | Buy |
+2,150
| New | +$240K | 0.04% | 87 |
|
|
2022
Q3 | – | Sell |
-1,430
| Closed | -$69K | – | 89 |
|
|
2022
Q2 | $69K | Buy |
+1,430
| New | +$69K | 0.04% | 135 |
|