Almanack Investment Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+869
| New | +$240K | 0.04% | 181 |
|
|
2025
Q1 | – | Sell |
-1,233
| Closed | -$286K | – | 156 |
|
|
2024
Q4 | $286K | Sell |
1,233
-15
| -1% | -$3.48K | 0.04% | 145 |
|
|
2024
Q3 | $215K | Buy |
+1,248
| New | +$215K | 0.03% | 168 |
|
|
2022
Q4 | – | Sell |
-1,310
| Closed | -$58K | – | 252 |
|
|
2022
Q3 | $58K | Sell |
1,310
-7,940
| -86% | -$352K | 0.01% | 237 |
|
|
2022
Q2 | $449K | Sell |
9,250
-240
| -3% | -$11.7K | 0.04% | 251 |
|
|
2022
Q1 | $598K | Sell |
9,490
-3,030
| -24% | -$191K | 0.05% | 232 |
|
|
2021
Q4 | $833K | Buy |
12,520
+10
| +0.1% | +$665 | 0.07% | 173 |
|
|
2021
Q3 | $607K | Buy |
12,510
+1,880
| +18% | +$91.2K | 0.05% | 221 |
|
|
2021
Q2 | $507K | Sell |
10,630
-30
| -0.3% | -$1.43K | 0.05% | 221 |
|
|
2021
Q1 | $494K | Buy |
+10,660
| New | +$494K | 0.05% | 234 |
|
|
2018
Q2 | – | Sell |
-7,230
| Closed | -$170K | – | 149 |
|
|
2018
Q1 | $170K | Buy |
+7,230
| New | +$170K | 0.07% | 124 |
|