Allen Mooney & Barnes Investment 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 | $616K | Sell |
2,234
-139
| -6% | -$38.3K | 0.1% | 91 |
|
|
2025
Q1 | $397K | Sell |
2,373
-213
| -8% | -$35.7K | 0.06% | 112 |
|
|
2024
Q4 | $599K | Sell |
2,586
-203
| -7% | -$47.1K | 0.1% | 90 |
|
|
2024
Q3 | $481K | Buy |
2,789
+379
| +16% | +$65.4K | 0.08% | 104 |
|
|
2024
Q2 | $388K | Buy |
+2,410
| New | +$388K | 0.07% | 118 |
|
|
2023
Q2 | – | Sell |
-140,680
| Closed | -$9.03M | – | 144 |
|
|
2023
Q1 | $9.03M | Buy |
140,680
+6,480
| +5% | +$416K | 2.16% | 17 |
|
|
2022
Q4 | $7.5M | Buy |
134,200
+9,340
| +7% | +$522K | 1.8% | 26 |
|
|
2022
Q3 | $5.54M | Buy |
124,860
+6,470
| +5% | +$287K | 1.48% | 28 |
|
|
2022
Q2 | $5.75M | Buy |
118,390
+11,670
| +11% | +$567K | 1.47% | 30 |
|
|
2022
Q1 | $6.72M | Buy |
+106,720
| New | +$6.72M | 1.49% | 28 |
|