AA Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
18,514
+2,242
| +14% | +$618K | 1.1% | 30 |
|
|
2025
Q1 | $2.72M | Sell |
16,272
-994
| -6% | -$166K | 0.66% | 39 |
|
|
2024
Q4 | $4M | Buy |
17,266
+454
| +3% | +$105K | 1.07% | 33 |
|
|
2024
Q3 | $2.9M | Buy |
16,812
+2,232
| +15% | +$385K | 0.84% | 35 |
|
|
2024
Q2 | $2.34M | Sell |
14,580
-1,290
| -8% | -$207K | 0.83% | 34 |
|
|
2024
Q1 | $2.1M | Buy |
+15,870
| New | +$2.1M | 0.85% | 36 |
|