Ellenbecker Investment 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
$496K Buy
1,800
+7
+0.4% +$1.93K 0.08% 72
2025
Q1
$300K Sell
1,793
-78
-4% -$13.1K 0.05% 88
2024
Q4
$434K Buy
1,871
+193
+12% +$44.8K 0.08% 72
2024
Q3
$290K Sell
1,678
-1,482
-47% -$256K 0.05% 88
2024
Q2
$509K Buy
3,160
+1,400
+80% +$225K 0.1% 61
2024
Q1
$234K Buy
+1,760
New +$234K 0.05% 97
2023
Q4
Sell
-3,480
Closed -$289K 99
2023
Q3
$289K Buy
+3,480
New +$289K 0.07% 74