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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.36M	Sell	8,577 -6	-0.1%	-$1.65K	0.77%	28
2025 Q1	$1.44M	Buy	8,583 +570	+7%	+$95.4K	0.49%	51
2024 Q4	$1.86M	Buy	8,013 +81	+1%	+$18.8K	0.62%	35
2024 Q3	$1.37M	Sell	7,932 -178	-2%	-$30.7K	0.45%	58
2024 Q2	$1.38M	Buy	+8,110	New	+$1.38M	0.46%	57