Bard Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Sell |
14,400
-375
| -3% | -$103K | 0.47% | 56 |
|
|
2025
Q1 | $2.47M | Sell |
14,775
-1,375
| -9% | -$230K | 0.3% | 76 |
|
|
2024
Q4 | $3.74M | Sell |
16,150
-550
| -3% | -$128K | 0.45% | 58 |
|
|
2024
Q3 | $2.88M | Sell |
16,700
-700
| -4% | -$121K | 0.34% | 65 |
|
|
2024
Q2 | $2.79M | Buy |
17,400
+150
| +0.9% | +$24.1K | 0.29% | 72 |
|
|
2024
Q1 | $2.29M | Sell |
17,250
-400
| -2% | -$53K | 0.24% | 85 |
|
|
2023
Q4 | $1.97M | Buy |
17,650
+1,000
| +6% | +$112K | 0.22% | 89 |
|
|
2023
Q3 | $1.38M | Sell |
16,650
-350
| -2% | -$29.1K | 0.17% | 99 |
|
|
2023
Q2 | $1.47M | Sell |
17,000
-500
| -3% | -$43.4K | 0.11% | 137 |
|
|
2023
Q1 | $1.12M | Buy |
17,500
+750
| +4% | +$48.1K | 0.09% | 162 |
|
|
2022
Q4 | $937K | Buy |
16,750
+4,500
| +37% | +$252K | 0.08% | 167 |
|
|
2022
Q3 | $544K | Buy |
12,250
+3,000
| +32% | +$133K | 0.05% | 188 |
|
|
2022
Q2 | $449K | Buy |
9,250
+2,000
| +28% | +$97.1K | 0.04% | 201 |
|
|
2022
Q1 | $457K | Buy |
7,250
+2,250
| +45% | +$142K | 0.04% | 201 |
|
|
2021
Q4 | $333K | Sell |
5,000
-500
| -9% | -$33.3K | 0.03% | 222 |
|
|
2021
Q3 | $267K | Hold |
5,500
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $262K | Buy |
5,500
+500
| +10% | +$23.8K | 0.02% | 232 |
|
|
2021
Q1 | $232K | Hold |
5,000
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $219K | Buy |
+5,000
| New | +$219K | 0.02% | 241 |
|