Baron Silver Stevens Financial 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 | $1.03M | Buy |
3,750
+91
| +2% | +$25.1K | 0.17% | 59 |
|
|
2025
Q1 | $613K | Buy |
3,659
+90
| +3% | +$15.1K | 0.11% | 65 |
|
|
2024
Q4 | $828K | Hold |
3,569
| – | – | 0.14% | 60 |
|
|
2024
Q3 | $616K | Buy |
3,569
+199
| +6% | +$34.3K | 0.11% | 63 |
|
|
2024
Q2 | $542K | Buy |
3,370
+90
| +3% | +$14.5K | 0.1% | 66 |
|
|
2024
Q1 | $435K | Buy |
3,280
+450
| +16% | +$59.7K | 0.08% | 77 |
|
|
2023
Q4 | $316K | Hold |
2,830
| – | – | 0.07% | 81 |
|
|
2023
Q3 | $235K | Buy |
2,830
+30
| +1% | +$2.5K | 0.05% | 94 |
|
|
2023
Q2 | $243K | Buy |
+2,800
| New | +$243K | 0.05% | 96 |
|
|
2021
Q1 | – | Sell |
-670
| Closed | -$29K | – | 79 |
|
|
2020
Q4 | $29K | Buy |
+670
| New | +$29K | 0.01% | 169 |
|