Coordinated Financial Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
3,815
-294
-7% -$81K 0.73% 40
2025
Q1
$688K Sell
4,109
-125
-3% -$20.9K 0.53% 56
2024
Q4
$982K Buy
+4,234
New +$982K 0.77% 38
2024
Q2
$715K Sell
4,460
-10
-0.2% -$1.6K 0.61% 45
2024
Q1
$592K Buy
+4,470
New +$592K 0.52% 54