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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.16M	Buy	18,723 +29	+0.2%	+$7.99K	3.44%	6
2025 Q1	$3.13M	Buy	18,694 +17,205	+1,155%	+$2.88M	2.35%	9
2024 Q4	$345K	Buy	+1,489	New	+$345K	0.25%	58