Delta Financial Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.18M Sell
2025
Q2
$4.41M Sell
2025
Q1
$2.92M Sell
2024
Q4
$4.06M Buy
2024
Q3
$2.89M Buy
2024
Q2
$2.53M Buy
2024
Q1
$2.05M Buy
2023
Q4
$1.56M Buy
2023
Q3
$584K Sell
2023
Q2
$630K Buy
2023
Q1
$449K Sell
2022
Q4
$416K Buy
2022
Q3
$307K Buy
2022
Q2
$330K Buy
2022
Q1
$395K Buy
2021
Q4
$387K Buy