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

Heritage Wealth Management (Texas)’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$400K Buy
1,452
+22
+2% +$6.07K 0.2% 26
2025
Q1 		$239K Hold
1,430
– – 0.14% 32
2024
Q4 		$332K Hold
1,430
– – 0.2% 26
2024
Q3 		$247K Hold
1,430
– – 0.14% 33
2024
Q2 		$230K Buy
+1,430
New +$230K 0.14% 36