Ehrlich Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
2,019
-74
| -4% | -$20.4K | 0.36% | 59 |
|
|
2025
Q1 | $350K | Sell |
2,093
-180
| -8% | -$30.1K | 0.26% | 75 |
|
|
2024
Q4 | $527K | Sell |
2,273
-70
| -3% | -$16.2K | 0.37% | 55 |
|
|
2024
Q3 | $404K | Buy |
2,343
+103
| +5% | +$17.8K | 0.29% | 62 |
|
|
2024
Q2 | $360K | Hold |
2,240
| – | – | 0.28% | 63 |
|
|
2024
Q1 | $296K | Sell |
2,240
-10
| -0.4% | -$1.32K | 0.25% | 75 |
|
|
2023
Q4 | $252K | Buy |
+2,250
| New | +$252K | 0.25% | 82 |
|