Herold Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
8,216
-1,521
| -16% | -$419K | 0.47% | 61 |
|
|
2025
Q1 | $1.63M | Sell |
9,737
-3,697
| -28% | -$619K | 0.36% | 82 |
|
|
2024
Q4 | $3.11M | Sell |
13,434
-1,006
| -7% | -$233K | 0.68% | 35 |
|
|
2024
Q3 | $2.49M | Sell |
14,440
-560
| -4% | -$96.6K | 0.54% | 51 |
|
|
2024
Q2 | $2.41M | Buy |
15,000
+310
| +2% | +$49.8K | 0.56% | 51 |
|
|
2024
Q1 | $1.95M | Sell |
14,690
-980
| -6% | -$130K | 0.47% | 57 |
|
|
2023
Q4 | $1.75M | Sell |
15,670
-500
| -3% | -$55.8K | 0.48% | 65 |
|
|
2023
Q3 | $1.34M | Buy |
16,170
+11,810
| +271% | +$981K | 0.41% | 69 |
|
|
2023
Q2 | $378K | Buy |
4,360
+990
| +29% | +$85.9K | 0.12% | 177 |
|
|
2023
Q1 | $216K | Buy |
+3,370
| New | +$216K | 0.07% | 214 |
|
|
2022
Q2 | – | Sell |
-3,350
| Closed | -$211K | – | 220 |
|
|
2022
Q1 | $211K | Buy |
+3,350
| New | +$211K | 0.08% | 189 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$12K | – | 230 |
|
|
2021
Q3 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 575 |
|