EdgeRock Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
5,131
-457
| -8% | -$126K | 0.45% | 30 |
|
|
2025
Q1 | $936K | Buy |
5,588
+205
| +4% | +$34.3K | 0.67% | 25 |
|
|
2024
Q4 | $1.25M | Buy |
5,383
+308
| +6% | +$71.4K | 0.82% | 21 |
|
|
2024
Q3 | $876K | Buy |
5,075
+445
| +10% | +$76.8K | 0.62% | 22 |
|
|
2024
Q2 | $744K | Buy |
4,630
+950
| +26% | +$153K | 0.58% | 20 |
|
|
2024
Q1 | $487K | Buy |
3,680
+170
| +5% | +$22.5K | 0.39% | 33 |
|
|
2023
Q4 | $430K | Buy |
3,510
+640
| +22% | +$78.4K | 0.31% | 35 |
|
|
2023
Q3 | $238K | Buy |
+2,870
| New | +$238K | 0.15% | 50 |
|
|
2022
Q4 | – | Sell |
-1,470
| Closed | -$65K | – | 89 |
|
|
2022
Q3 | $65K | Buy |
+1,470
| New | +$65K | 0.04% | 88 |
|