Heritage Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $653K | Sell |
3,899
-2,843
| -42% | -$476K | 1% | 27 |
|
|
2024
Q4 | $1.56M | Buy |
6,742
+829
| +14% | +$192K | 1.96% | 18 |
|
|
2024
Q3 | $1.02M | Sell |
5,913
-1,267
| -18% | -$219K | 1.2% | 23 |
|
|
2024
Q2 | $1.15M | Buy |
7,180
+5,230
| +268% | +$840K | 1.67% | 17 |
|
|
2024
Q1 | $218K | Hold |
1,950
| – | – | 0.45% | 38 |
|
|
2023
Q4 | $218K | Buy |
+1,950
| New | +$218K | 0.45% | 38 |
|