Heritage Wealth Management (Arizona)’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$2.3M Sell
2024
Q1
$2.4M Sell
2023
Q4
$2.39M Buy
2022
Q4
$5.9M Buy
2022
Q3
$2.13M Buy
2022
Q2
$2.28M Sell
2022
Q1
$3.04M Buy
2021
Q3
$1.56M Buy
2021
Q2
$1.32M Buy
2021
Q1
$1.23M Buy