Delta 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 | $4.41M | Sell |
15,993
-1,434
| -8% | -$395K | 1.55% | 18 |
|
|
2025
Q1 | $2.92M | Sell |
17,427
-67
| -0.4% | -$11.2K | 1.1% | 33 |
|
|
2024
Q4 | $4.06M | Buy |
17,494
+748
| +4% | +$173K | 1.51% | 16 |
|
|
2024
Q3 | $2.89M | Buy |
16,746
+976
| +6% | +$168K | 1.05% | 33 |
|
|
2024
Q2 | $2.53M | Buy |
15,770
+290
| +2% | +$46.6K | 0.98% | 32 |
|
|
2024
Q1 | $2.05M | Buy |
15,480
+1,520
| +11% | +$201K | 0.81% | 41 |
|
|
2023
Q4 | $1.56M | Buy |
13,960
+6,930
| +99% | +$774K | 0.68% | 52 |
|
|
2023
Q3 | $584K | Sell |
7,030
-230
| -3% | -$19.1K | 0.26% | 86 |
|
|
2023
Q2 | $630K | Buy |
7,260
+260
| +4% | +$22.6K | 0.28% | 83 |
|
|
2023
Q1 | $449K | Sell |
7,000
-440
| -6% | -$28.2K | 0.22% | 90 |
|
|
2022
Q4 | $416K | Buy |
7,440
+520
| +8% | +$29.1K | 0.2% | 90 |
|
|
2022
Q3 | $307K | Buy |
6,920
+130
| +2% | +$5.77K | 0.16% | 100 |
|
|
2022
Q2 | $330K | Buy |
6,790
+510
| +8% | +$24.8K | 0.16% | 103 |
|
|
2022
Q1 | $395K | Buy |
6,280
+460
| +8% | +$28.9K | 0.17% | 102 |
|
|
2021
Q4 | $387K | Buy |
+5,820
| New | +$387K | 0.16% | 104 |
|