Heron Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
|