AFT Forsyth & Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,240
| Closed | -$1.71M | – | 116 |
|
|
2025
Q1 | $1.71M | Hold |
10,240
| – | – | 0.92% | 29 |
|
|
2024
Q4 | $2.37M | Hold |
10,240
| – | – | 1.16% | 19 |
|
|
2024
Q3 | $1.77M | Buy |
10,240
+1,980
| +24% | +$342K | 0.87% | 31 |
|
|
2024
Q2 | $1.33M | Buy |
8,260
+740
| +10% | +$119K | 0.65% | 35 |
|
|
2024
Q1 | $997K | Sell |
7,520
-100
| -1% | -$13.3K | 0.57% | 44 |
|
|
2023
Q4 | $851K | Buy |
7,620
+1,200
| +19% | +$134K | 0.54% | 47 |
|
|
2023
Q3 | $533K | Buy |
6,420
+1,050
| +20% | +$87.2K | 0.39% | 70 |
|
|
2023
Q2 | $466K | Buy |
5,370
+2,200
| +69% | +$191K | 0.33% | 82 |
|
|
2023
Q1 | $203K | Buy |
+3,170
| New | +$203K | 0.16% | 134 |
|