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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.37M | Buy |
8,909
+3,369
| +61% | +$1.35M | 0.12% | 48 |
|
|
2026
Q1 | $1.71M | Buy |
5,540
+2,341
| +73% | +$770K | 0.07% | 60 |
|
|
2025
Q4 | $1.11M | Hold |
3,199
| – | – | 0.04% | 100 |
|
|
2025
Q3 | $1.06M | Sell |
3,199
-38
| -1% | -$11.7K | 0.05% | 81 |
|
|
2025
Q2 | $892K | Sell |
3,237
-49
| -1% | -$10.6K | 0.04% | 91 |
|
|
2025
Q1 | $550K | Hold |
3,286
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $762K | Buy |
3,286
+69
| +2% | +$12.8K | 0.04% | 103 |
|
|
2024
Q3 | $555K | Buy |
3,217
+1,497
| +87% | +$240K | 0.03% | 134 |
|
|
2024
Q2 | $276K | Hold |
1,720
| – | – | 0.01% | 173 |
|
|
2024
Q1 | $228K | Hold |
1,720
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $192K | Buy |
1,720
+800
| +87% | +$75.8K | 0.01% | 217 |
|
|
2023
Q3 | $76.4K | Hold |
920
| – | – | ﹤0.01% | 271 |
|
|
2023
Q2 | $79.8K | Sell |
920
-250
| -21% | -$17.8K | ﹤0.01% | 275 |
|
|
2023
Q1 | $75.1K | Buy |
1,170
+250
| +27% | +$15K | ﹤0.01% | 281 |
|
|
2022
Q4 | $51.4K | Hold |
920
| – | – | ﹤0.01% | 322 |
|
|
2022
Q3 | $40.8K | Sell |
920
-500
| -35% | -$25.5K | ﹤0.01% | 315 |
|
|
2022
Q2 | $69K | Buy |
1,420
+500
| +54% | +$28.1K | ﹤0.01% | 293 |
|
|
2022
Q1 | $58K | Hold |
920
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $61K | Hold |
920
| – | – | ﹤0.01% | 311 |
|
|
2021
Q3 | $44.6K | Hold |
920
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $43.9K | Hold |
920
| – | – | ﹤0.01% | 338 |
|
|
2021
Q1 | $42.7K | Sell |
920
-80
| -8% | -$3.7K | ﹤0.01% | 346 |
|
|
2020
Q4 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 336 |
|
|
2020
Q3 | $36.4K | Hold |
1,000
| – | – | ﹤0.01% | 298 |
|
|
2020
Q2 | $31.6K | Sell |
1,000
-440
| -31% | -$12.3K | ﹤0.01% | 287 |
|
|
2020
Q1 | $34.1K | Sell |
1,440
-370
| -20% | -$10.4K | 0.01% | 273 |
|
|
2019
Q4 | $57.2K | Buy |
1,810
+120
| +7% | +$3.64K | 0.01% | 292 |
|
|
2019
Q3 | $46K | Buy |
1,690
+250
| +17% | +$7.11K | 0.01% | 288 |
|
|
2019
Q2 | $41.5K | Hold |
1,440
| – | – | 0.01% | 275 |
|
|
2019
Q1 | $43.3K | Hold |
1,440
| – | – | 0.01% | 239 |
|
|
2018
Q4 | $36K | Hold |
1,440
| – | – | 0.01% | 214 |
|
|
2018
Q3 | $35K | Buy |
+1,440
| New | +$32.3K | 0.01% | 223 |
|
Other funds holding AVGO
Heritage Wealth Advisors's AVGO Position: Q2 2026 in Review
Heritage Wealth Advisors increased its Broadcom (AVGO) stake by 61% in Q2 2026, buying an estimated $1.35M and bringing the position to 8,909 shares worth $3.37M. The position accounts for 0.12% of the portfolio, ranked #48.
Heritage Wealth Advisors first reported a position in AVGO in Q3 2018 and has held it in 32 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Heritage Wealth Advisors held 8,909 shares of Broadcom worth $3.37M as of Q2 2026.
- Heritage Wealth Advisors bought 3,369 Broadcom shares in Q2 2026, an estimated $1.35M.
- Broadcom made up 0.12% of Heritage Wealth Advisors's portfolio in Q2 2026, its #48 holding.
- Heritage Wealth Advisors first reported a position in Broadcom in Q3 2018 and has held it in 32 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.