B.O.S.S. Retirement 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 | $722K | Buy |
2,620
+550
| +27% | +$152K | 0.18% | 106 |
|
2025
Q1 | $347K | Buy |
2,070
+109
| +6% | +$18.2K | 0.1% | 125 |
|
2024
Q4 | $455K | Sell |
1,961
-45,946
| -96% | -$10.7M | 0.13% | 112 |
|
2024
Q3 | $8.26M | Buy |
+47,907
| New | +$8.26M | 1.66% | 9 |
|
2024
Q2 | – | Sell |
-53,940
| Closed | -$6.02M | – | 168 |
|
2024
Q1 | $6.02M | Sell |
53,940
-1,470
| -3% | -$164K | 2.3% | 5 |
|
2023
Q4 | $6.19M | Buy |
55,410
+12,420
| +29% | +$1.39M | 1.2% | 14 |
|
2023
Q3 | $3.57M | Buy |
42,990
+2,810
| +7% | +$233K | 0.77% | 30 |
|
2023
Q2 | $3.49M | Buy |
40,180
+35,450
| +749% | +$3.07M | 0.74% | 28 |
|
2023
Q1 | $304K | Buy |
4,730
+750
| +19% | +$48.1K | 0.07% | 191 |
|
2022
Q4 | $223K | Buy |
+3,980
| New | +$223K | 0.06% | 201 |
|