Beacon Financial Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
4,224
+82
| +2% | +$22.6K | 0.3% | 86 |
|
|
2025
Q1 | $693K | Buy |
4,142
+584
| +16% | +$97.8K | 0.21% | 127 |
|
|
2024
Q4 | $825K | Buy |
3,558
+435
| +14% | +$101K | 0.27% | 100 |
|
|
2024
Q3 | $539K | Buy |
3,123
+73
| +2% | +$12.6K | 0.18% | 150 |
|
|
2024
Q2 | $489K | Buy |
3,050
+10
| +0.3% | +$1.61K | 0.18% | 147 |
|
|
2024
Q1 | $403K | Sell |
3,040
-780
| -20% | -$103K | 0.2% | 144 |
|
|
2023
Q4 | $426K | Buy |
3,820
+40
| +1% | +$4.46K | 0.21% | 139 |
|
|
2023
Q3 | $314K | Buy |
3,780
+80
| +2% | +$6.64K | 0.17% | 161 |
|
|
2023
Q2 | $321K | Buy |
3,700
+20
| +0.5% | +$1.73K | 0.18% | 157 |
|
|
2023
Q1 | $236K | Buy |
3,680
+20
| +0.5% | +$1.28K | 0.15% | 181 |
|
|
2022
Q4 | $204K | Buy |
+3,660
| New | +$204K | 0.15% | 178 |
|
|
2022
Q2 | – | Sell |
-3,430
| Closed | -$216K | – | 220 |
|
|
2022
Q1 | $216K | Buy |
3,430
+40
| +1% | +$2.52K | 0.1% | 217 |
|
|
2021
Q4 | $226K | Buy |
+3,390
| New | +$226K | 0.1% | 220 |
|