Heritage Oak Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Buy	+802	New	+$221K	0.09%	69
2024 Q4	–	Sell	-2,442	Closed	-$421K	–	83
2024 Q3	$421K	Buy	+2,442	New	+$421K	0.19%	76