DHJJ 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 | $1M | Sell |
3,638
-13
| -0.4% | -$3.58K | 0.36% | 53 |
|
|
2025
Q1 | $611K | Sell |
3,651
-65
| -2% | -$10.9K | 0.25% | 79 |
|
|
2024
Q4 | $862K | Sell |
3,716
-4
| -0.1% | -$927 | 0.34% | 58 |
|
|
2024
Q3 | $642K | Hold |
3,720
| – | – | 0.25% | 75 |
|
|
2024
Q2 | $597K | Sell |
3,720
-30
| -0.8% | -$4.82K | 0.25% | 77 |
|
|
2024
Q1 | $497K | Sell |
3,750
-30
| -0.8% | -$3.98K | 0.22% | 81 |
|
|
2023
Q4 | $422K | Sell |
3,780
-10
| -0.3% | -$1.12K | 0.2% | 88 |
|
|
2023
Q3 | $315K | Sell |
3,790
-70
| -2% | -$5.81K | 0.16% | 99 |
|
|
2023
Q2 | $335K | Sell |
3,860
-140
| -4% | -$12.1K | 0.17% | 104 |
|
|
2023
Q1 | $251K | Sell |
4,000
-20
| -0.5% | -$1.25K | 0.14% | 119 |
|
|
2022
Q4 | $225K | Buy |
+4,020
| New | +$225K | 0.13% | 126 |
|
|
2022
Q2 | – | Sell |
-4,110
| Closed | -$258K | – | 129 |
|
|
2022
Q1 | $258K | Hold |
4,110
| – | – | 0.12% | 115 |
|
|
2021
Q4 | $273K | Sell |
4,110
-20
| -0.5% | -$1.33K | 0.13% | 114 |
|
|
2021
Q3 | $200K | Buy |
+4,130
| New | +$200K | 0.1% | 125 |
|