Carson 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 | $558K | Buy |
2,023
+39
| +2% | +$10.8K | 0.35% | 70 |
|
|
2025
Q1 | $332K | Buy |
1,984
+515
| +35% | +$86.2K | 0.22% | 105 |
|
|
2024
Q4 | $341K | Sell |
1,469
-20
| -1% | -$4.64K | 0.24% | 100 |
|
|
2024
Q3 | $257K | Sell |
1,489
-71
| -5% | -$12.2K | 0.16% | 144 |
|
|
2024
Q2 | $250K | Buy |
+1,560
| New | +$250K | 0.18% | 135 |
|