Berger Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
10,283
-90
| -0.9% | -$24.8K | 0.18% | 108 |
|
|
2025
Q1 | $1.74M | Buy |
10,373
+161
| +2% | +$27K | 0.12% | 133 |
|
|
2024
Q4 | $2.37M | Buy |
10,212
+76
| +0.7% | +$17.6K | 0.16% | 117 |
|
|
2024
Q3 | $1.75M | Buy |
10,136
+426
| +4% | +$73.5K | 0.13% | 129 |
|
|
2024
Q2 | $1.56M | Buy |
9,710
+350
| +4% | +$56.2K | 0.12% | 125 |
|
|
2024
Q1 | $1.24M | Buy |
9,360
+1,200
| +15% | +$159K | 0.1% | 136 |
|
|
2023
Q4 | $911K | Buy |
8,160
+740
| +10% | +$82.6K | 0.09% | 126 |
|
|
2023
Q3 | $616K | Buy |
7,420
+390
| +6% | +$32.4K | 0.07% | 141 |
|
|
2023
Q2 | $610K | Sell |
7,030
-80
| -1% | -$6.94K | 0.07% | 146 |
|
|
2023
Q1 | $456K | Sell |
7,110
-140
| -2% | -$8.99K | 0.05% | 165 |
|
|
2022
Q4 | $405K | Sell |
7,250
-890
| -11% | -$49.8K | 0.05% | 173 |
|
|
2022
Q3 | $362K | Buy |
8,140
+1,640
| +25% | +$72.9K | 0.05% | 163 |
|
|
2022
Q2 | $316K | Buy |
6,500
+1,460
| +29% | +$71K | 0.05% | 179 |
|
|
2022
Q1 | $317K | Buy |
+5,040
| New | +$317K | 0.04% | 200 |
|