A detailed history of Heron Financial Group, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Heron Financial Group, LLC holds 393 shares of AVGO stock, worth $86,959. This represents 0.18% of its overall portfolio holdings.

Number of Shares
393
Previous 403 2.48%
Holding current value
$86,959
Previous $258,000 31.78%
% of portfolio
0.18%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$610.16 - $886.18 $6,101 - $8,861
-10 Reduced 2.48%
393 $340,000
Q4 2022

Feb 14, 2023

BUY
$427.1 - $574.44 $172,121 - $231,499
403 New
403 $225,000
Q2 2022

Jul 29, 2022

SELL
$485.81 - $634.85 $195,781 - $255,844
-403 Closed
0 $0
Q4 2021

Feb 04, 2022

SELL
$475.95 - $674.28 $33,316 - $47,199
-70 Reduced 14.8%
403 $239,000
Q2 2021

Aug 16, 2021

BUY
$422.38 - $488.48 $12,671 - $14,654
30 Added 6.77%
473 $226,000
Q1 2021

Apr 14, 2021

BUY
$421.25 - $489.96 $186,613 - $217,052
443 New
443 $211,000
Q3 2020

Oct 15, 2020

SELL
$305.79 - $375.01 $196,317 - $240,756
-642 Closed
0 $0
Q2 2020

Jul 20, 2020

BUY
$223.63 - $318.71 $143,570 - $204,611
642 New
642 $205,000
Q1 2020

Apr 23, 2020

SELL
$167.87 - $324.7 $107,772 - $208,457
-642 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$270.07 - $327.8 $173,384 - $210,447
642 New
642 $206,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $89.6B
  • Description
  • Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-...
More about AVGO
Track This Portfolio

Track Heron Financial Group, LLC Portfolio

Follow Heron Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heron Financial Group, LLC with notifications on news.