Heritage Wealth Advisors’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 | $1.06M | Sell |
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|
2025
Q2 | $892K | Sell |
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|
2025
Q1 | $550K | Hold |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $192K | Buy |
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|
2023
Q3 | $76.4K | Hold |
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|
2023
Q2 | $79.8K | Sell |
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|
2023
Q1 | $75.1K | Buy |
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|
2022
Q4 | $51.4K | Hold |
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|
2022
Q3 | $40.8K | Sell |
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|
2022
Q2 | $69K | Buy |
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|
2022
Q1 | $58K | Hold |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $44.6K | Hold |
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|
2021
Q2 | $43.9K | Hold |
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|
2021
Q1 | $42.7K | Sell |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $36.4K | Hold |
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|
2020
Q2 | $31.6K | Sell |
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|
2020
Q1 | $34.1K | Sell |
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|
2019
Q4 | $57.2K | Buy |
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|
2019
Q3 | $46K | Buy |
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|
2019
Q2 | $41.5K | Hold |
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|
2019
Q1 | $43.3K | Hold |
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|
2018
Q4 | $36K | Hold |
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|
2018
Q3 | $35K | Buy |
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