Convergence Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.36M | Sell |
26,702
-919
| -3% | -$253K | 1.27% | 23 |
|
|
2025
Q1 | $4.62M | Buy |
27,621
+621
| +2% | +$104K | 0.91% | 24 |
|
|
2024
Q4 | $6.26M | Buy |
27,000
+85
| +0.3% | +$19.7K | 1.25% | 23 |
|
|
2024
Q3 | $4.64M | Buy |
26,915
+3,055
| +13% | +$527K | 0.99% | 23 |
|
|
2024
Q2 | $3.83M | Buy |
+23,860
| New | +$3.83M | 1.01% | 22 |
|