Athena Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
5,944
-666
| -10% | -$184K | 0.92% | 19 |
|
|
2025
Q1 | $1.11M | Buy |
6,610
+429
| +7% | +$71.8K | 0.67% | 38 |
|
|
2024
Q4 | $1.43M | Buy |
6,181
+238
| +4% | +$55.2K | 0.83% | 20 |
|
|
2024
Q3 | $1.03M | Buy |
5,943
+563
| +10% | +$97.1K | 0.58% | 39 |
|
|
2024
Q2 | $864K | Sell |
5,380
-230
| -4% | -$36.9K | 0.52% | 45 |
|
|
2024
Q1 | $744K | Buy |
5,610
+110
| +2% | +$14.6K | 0.45% | 54 |
|
|
2023
Q4 | $614K | Buy |
5,500
+10
| +0.2% | +$1.12K | 0.4% | 63 |
|
|
2023
Q3 | $456K | Buy |
5,490
+400
| +8% | +$33.2K | 0.33% | 71 |
|
|
2023
Q2 | $442K | Sell |
5,090
-190
| -4% | -$16.5K | 0.3% | 75 |
|
|
2023
Q1 | $339K | Buy |
5,280
+340
| +7% | +$21.8K | 0.24% | 102 |
|
|
2022
Q4 | $276K | Buy |
+4,940
| New | +$276K | 0.2% | 113 |
|