Alan B. Lancz & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
1,950
+100
| +5% | +$27.6K | 0.54% | 45 |
|
|
2025
Q1 | $310K | Sell |
1,850
-100
| -5% | -$16.7K | 0.33% | 83 |
|
|
2024
Q4 | $452K | Sell |
1,950
-300
| -13% | -$69.6K | 0.46% | 54 |
|
|
2024
Q3 | $388K | Sell |
2,250
-110
| -5% | -$19K | 0.36% | 76 |
|
|
2024
Q2 | $379K | Buy |
+2,360
| New | +$379K | 0.37% | 72 |
|
|
2023
Q4 | $265K | Buy |
+2,370
| New | +$265K | 0.28% | 104 |
|