Heritage 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 | $892K | Sell |
3,237
-49
| -1% | -$13.5K | 0.04% | 91 |
|
|
2025
Q1 | $550K | Hold |
3,286
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $762K | Buy |
3,286
+69
| +2% | +$16K | 0.04% | 103 |
|
|
2024
Q3 | $555K | Buy |
3,217
+1,497
| +87% | +$258K | 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% | +$89.3K | 0.01% | 217 |
|
|
2023
Q3 | $76.4K | Hold |
920
| – | – | ﹤0.01% | 271 |
|
|
2023
Q2 | $79.8K | Sell |
920
-250
| -21% | -$21.7K | ﹤0.01% | 275 |
|
|
2023
Q1 | $75.1K | Buy |
1,170
+250
| +27% | +$16K | ﹤0.01% | 281 |
|
|
2022
Q4 | $51.4K | Hold |
920
| – | – | ﹤0.01% | 322 |
|
|
2022
Q3 | $40.8K | Sell |
920
-500
| -35% | -$22.2K | ﹤0.01% | 315 |
|
|
2022
Q2 | $69K | Buy |
1,420
+500
| +54% | +$24.3K | ﹤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% | -$3.71K | ﹤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% | -$13.9K | ﹤0.01% | 287 |
|
|
2020
Q1 | $34.1K | Sell |
1,440
-370
| -20% | -$8.77K | 0.01% | 273 |
|
|
2019
Q4 | $57.2K | Buy |
1,810
+120
| +7% | +$3.79K | 0.01% | 292 |
|
|
2019
Q3 | $46K | Buy |
1,690
+250
| +17% | +$6.81K | 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 | +$35K | 0.01% | 223 |
|