D.B. Root & Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
5,388
+887
| +20% | +$245K | 0.44% | 37 |
|
|
2025
Q1 | $754K | Sell |
4,501
-1,024
| -19% | -$171K | 0.24% | 76 |
|
|
2024
Q4 | $1.28M | Buy |
5,525
+191
| +4% | +$44.3K | 0.41% | 46 |
|
|
2024
Q3 | $920K | Buy |
5,334
+2,854
| +115% | +$492K | 0.3% | 60 |
|
|
2024
Q2 | $398K | Buy |
2,480
+910
| +58% | +$146K | 0.14% | 125 |
|
|
2024
Q1 | $208K | Buy |
+1,570
| New | +$208K | 0.07% | 169 |
|