Willner & Heller’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.89M | Sell |
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|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $1.49M | Buy |
|
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|
2024
Q4 | $1.98M | Sell |
|
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|
2024
Q3 | $1.54M | Sell |
|
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.19M | Sell |
|
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|
2023
Q4 | $1.02M | Buy |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $614K | Buy |
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|
2022
Q1 | $829K | Buy |
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|
2021
Q4 | $601K | Buy |
|