Heron Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $341K | Sell |
3,930
-100
| -2% | -$8.67K | 0.18% | 104 |
|
|
2023
Q1 | $259K | Hold |
4,030
| – | – | 0.14% | 118 |
|
|
2022
Q4 | $224K | Buy |
+4,030
| New | +$224K | 0.15% | 116 |
|
|
2022
Q2 | – | Sell |
-4,030
| Closed | -$254K | – | 139 |
|
|
2022
Q1 | $254K | Hold |
4,030
| – | – | 0.13% | 121 |
|
|
2021
Q4 | $239K | Sell |
4,030
-700
| -15% | -$41.5K | 0.13% | 127 |
|
|
2021
Q3 | $229K | Hold |
4,730
| – | – | 0.13% | 131 |
|
|
2021
Q2 | $226K | Buy |
4,730
+300
| +7% | +$14.3K | 0.13% | 130 |
|
|
2021
Q1 | $211K | Buy |
+4,430
| New | +$211K | 0.13% | 135 |
|
|
2020
Q3 | – | Sell |
-6,420
| Closed | -$205K | – | 128 |
|
|
2020
Q2 | $205K | Buy |
+6,420
| New | +$205K | 0.18% | 115 |
|
|
2020
Q1 | – | Sell |
-6,420
| Closed | -$206K | – | 112 |
|
|
2019
Q4 | $206K | Buy |
+6,420
| New | +$206K | 0.17% | 126 |
|