HIG
Heritage Investment Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Hold |
1,991
| – | – | 0.09% | 64 |
|
|
2025
Q1 | $333K | Hold |
1,991
| – | – | 0.06% | 83 |
|
|
2024
Q4 | $462K | Sell |
1,991
-3,680
| -65% | -$853K | 0.09% | 66 |
|
|
2024
Q3 | $978K | Buy |
5,671
+5,498
| +3,178% | +$948K | 0.19% | 37 |
|
|
2024
Q2 | $278K | Hold |
173
| – | – | 0.06% | 83 |
|
|
2024
Q1 | $229K | Buy |
+173
| New | +$229K | 0.05% | 96 |
|
|
2023
Q3 | – | Sell |
-650
| Closed | -$564K | – | 91 |
|
|
2023
Q2 | $564K | Buy |
+650
| New | +$564K | 0.16% | 41 |
|