Heritage Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
6,015
| – | – | 0.19% | 125 |
|
|
2025
Q1 | $1.01M | Hold |
6,015
| – | – | 0.12% | 155 |
|
|
2024
Q4 | $1.39M | Buy |
+6,015
| New | +$1.39M | 0.16% | 131 |
|
|
2024
Q2 | $936K | Buy |
5,830
+900
| +18% | +$144K | 0.12% | 148 |
|
|
2024
Q1 | $653K | Sell |
4,930
-1,100
| -18% | -$146K | 0.09% | 173 |
|
|
2023
Q4 | $673K | Buy |
6,030
+880
| +17% | +$98.2K | 0.09% | 169 |
|
|
2023
Q3 | $428K | Sell |
5,150
-35,610
| -87% | -$2.96M | 0.07% | 188 |
|
|
2023
Q2 | $3.54M | Buy |
40,760
+1,480
| +4% | +$128K | 0.52% | 56 |
|
|
2023
Q1 | $2.52M | Buy |
39,280
+3,990
| +11% | +$256K | 0.4% | 76 |
|
|
2022
Q4 | $1.97M | Buy |
35,290
+3,430
| +11% | +$192K | 0.32% | 87 |
|
|
2022
Q3 | $1.41M | Sell |
31,860
-30
| -0.1% | -$1.33K | 0.25% | 102 |
|
|
2022
Q2 | $1.55M | Sell |
31,890
-460
| -1% | -$22.3K | 0.25% | 101 |
|
|
2022
Q1 | $2.04M | Buy |
32,350
+15,270
| +89% | +$962K | 0.29% | 91 |
|
|
2021
Q4 | $1.14M | Buy |
17,080
+5,360
| +46% | +$357K | 0.15% | 129 |
|
|
2021
Q3 | $568K | Buy |
11,720
+7,190
| +159% | +$348K | 0.08% | 171 |
|
|
2021
Q2 | $216K | Buy |
+4,530
| New | +$216K | 0.03% | 231 |
|