Heritage Wealth Management (Arizona)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.3M | Sell |
14,310
-3,770
| -21% | -$605K | 1.27% | 14 |
|
|
2024
Q1 | $2.4M | Sell |
18,080
-3,330
| -16% | -$441K | 1.22% | 14 |
|
|
2023
Q4 | $2.39M | Buy |
+21,410
| New | +$2.39M | 1.3% | 13 |
|
|
2022
Q4 | $5.9M | Buy |
105,490
+57,550
| +120% | +$3.22M | 0.84% | 18 |
|
|
2022
Q3 | $2.13M | Buy |
47,940
+1,000
| +2% | +$44.4K | 0.68% | 26 |
|
|
2022
Q2 | $2.28M | Sell |
46,940
-1,260
| -3% | -$61.2K | 0.76% | 23 |
|
|
2022
Q1 | $3.04M | Buy |
+48,200
| New | +$3.04M | 0.82% | 19 |
|
|
2021
Q3 | $1.56M | Buy |
32,090
+4,490
| +16% | +$218K | 0.55% | 35 |
|
|
2021
Q2 | $1.32M | Buy |
27,600
+1,080
| +4% | +$51.5K | 0.5% | 41 |
|
|
2021
Q1 | $1.23M | Buy |
+26,520
| New | +$1.23M | 0.69% | 35 |
|