Apexium Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
6,087
+460
| +8% | +$127K | 0.09% | 91 |
|
|
2025
Q1 | $942K | Sell |
5,627
-121
| -2% | -$20.3K | 0.06% | 126 |
|
|
2024
Q4 | $1.33M | Sell |
5,748
-1,792
| -24% | -$415K | 0.08% | 88 |
|
|
2024
Q3 | $1.3M | Hold |
7,540
| – | – | 0.09% | 84 |
|
|
2024
Q2 | $1.21M | Sell |
7,540
-60
| -0.8% | -$9.64K | 0.09% | 82 |
|
|
2024
Q1 | $1.01M | Sell |
7,600
-1,780
| -19% | -$236K | 0.08% | 94 |
|
|
2023
Q4 | $1.05M | Buy |
9,380
+1,580
| +20% | +$176K | 0.08% | 111 |
|
|
2023
Q3 | $648K | Buy |
7,800
+270
| +4% | +$22.4K | 0.06% | 115 |
|
|
2023
Q2 | $653K | Buy |
7,530
+2,320
| +45% | +$201K | 0.06% | 116 |
|
|
2023
Q1 | $334K | Sell |
5,210
-510
| -9% | -$32.7K | 0.03% | 165 |
|
|
2022
Q4 | $320K | Hold |
5,720
| – | – | 0.03% | 162 |
|
|
2022
Q3 | $254K | Buy |
+5,720
| New | +$254K | 0.03% | 168 |
|