Colton Groome 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 | $4.77M | Sell |
17,301
-520
| -3% | -$143K | 1.62% | 15 |
|
2025
Q1 | $3.43M | Sell |
17,821
-890
| -5% | -$171K | 1.33% | 17 |
|
2024
Q4 | $4.34M | Sell |
18,711
-45
| -0.2% | -$10.4K | 1.66% | 14 |
|
2024
Q3 | $3.24M | Sell |
18,756
-704
| -4% | -$121K | 1.21% | 17 |
|
2024
Q2 | $3.12M | Buy |
19,460
+700
| +4% | +$112K | 1.23% | 20 |
|
2024
Q1 | $2.49M | Sell |
18,760
-1,790
| -9% | -$237K | 1% | 27 |
|
2023
Q4 | $2.29M | Buy |
20,550
+3,150
| +18% | +$352K | 1% | 26 |
|
2023
Q3 | $1.45M | Buy |
17,400
+550
| +3% | +$45.7K | 0.72% | 36 |
|
2023
Q2 | $1.46M | Buy |
16,850
+4,320
| +34% | +$375K | 0.69% | 37 |
|
2023
Q1 | $804K | Buy |
12,530
+2,620
| +26% | +$168K | 0.38% | 57 |
|
2022
Q4 | $554K | Buy |
9,910
+4,700
| +90% | +$263K | 0.27% | 64 |
|
2022
Q3 | $231K | Buy |
+5,210
| New | +$231K | 0.12% | 101 |
|