Ownership history in WILLNER & HELLER, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 6,174 | -2,574 | -29.4% | 1.54% | $2.1M | $346.10 |
| 2025 Q3 | REDUCED | 8,748 | -46 | -0.5% | 2.22% | $2.9M | $329.28 |
| 2025 Q2 | REDUCED | 8,794 | -78 | -0.9% | 2.04% | $2.4M | $274.65 |
| 2025 Q1 | ADDED | 8,872 | +318 | +3.7% | 1.37% | $1.5M | $166.43 |
| 2024 Q4 | REDUCED | 8,554 | -358 | -4.0% | 1.74% | $2.0M | $229.76 |
| 2024 Q3 | ADDED | 8,912 | +8,016 | +894.6% | 1.37% | $1.5M | $170.50 |
| 2024 Q2 | REDUCED | 896 | -20 | -2.2% | 1.18% | $1.2M | $158.17 |
| 2023 Q4 | REDUCED | 916 | -146 | -13.7% | 1.14% | $1.0M | $109.16 |
| 2022 Q4 | REDUCED | 1,062 | -214 | -16.8% | 0.84% | $594K | $53.46 |
| 2022 Q3 | ADDED | 1,276 | +11 | +0.9% | 0.91% | $567K | $42.10 |
As of 2025 Q4 — sorted by position size