Willner & Heller’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
8,794
-78
| -0.9% | -$21.5K | 2.04% | 7 |
|
|
2025
Q1 | $1.49M | Buy |
8,872
+318
| +4% | +$53.2K | 1.37% | 14 |
|
|
2024
Q4 | $1.98M | Sell |
8,554
-358
| -4% | -$83K | 1.74% | 10 |
|
|
2024
Q3 | $1.54M | Sell |
8,912
-78
| -0.9% | -$13.5K | 1.37% | 13 |
|
|
2024
Q2 | $1.44M | Buy |
8,990
+30
| +0.3% | +$4.82K | 1.38% | 12 |
|
|
2024
Q1 | $1.19M | Sell |
8,960
-200
| -2% | -$26.5K | 1.18% | 19 |
|
|
2023
Q4 | $1.02M | Buy |
+9,160
| New | +$1.02M | 1.14% | 20 |
|
|
2022
Q4 | $594K | Sell |
10,620
-2,140
| -17% | -$120K | 0.84% | 41 |
|
|
2022
Q3 | $567K | Buy |
12,760
+110
| +0.9% | +$4.89K | 0.91% | 36 |
|
|
2022
Q2 | $614K | Buy |
12,650
+190
| +2% | +$9.22K | 0.96% | 35 |
|
|
2022
Q1 | $829K | Buy |
12,460
+70
| +0.6% | +$4.66K | 1.02% | 26 |
|
|
2021
Q4 | $601K | Buy |
+12,390
| New | +$601K | 0.8% | 42 |
|