Heritage Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.65M | Buy |
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|
2025
Q2 | $1.66M | Hold |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q2 | $936K | Buy |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $673K | Buy |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $3.54M | Buy |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $568K | Buy |
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|
2021
Q2 | $216K | Buy |
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