ERn Financial LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $627K | Sell |
2,275
-3,820
| -63% | -$1.05M | 0.13% | 88 |
|
2025
Q1 | $1.02M | Sell |
6,095
-232
| -4% | -$38.8K | 0.16% | 91 |
|
2024
Q4 | $1.47M | Buy |
6,327
+275
| +5% | +$63.8K | 0.22% | 76 |
|
2024
Q3 | $1.04M | Buy |
6,052
+612
| +11% | +$106K | 0.16% | 93 |
|
2024
Q2 | $874K | Buy |
5,440
+190
| +4% | +$30.5K | 0.15% | 105 |
|
2024
Q1 | $696K | Buy |
5,250
+140
| +3% | +$18.6K | 0.12% | 114 |
|
2023
Q4 | $585K | Buy |
5,110
+2,570
| +101% | +$294K | 0.11% | 116 |
|
2023
Q3 | $211K | Sell |
2,540
-280
| -10% | -$23.3K | 0.05% | 161 |
|
2023
Q2 | $244K | Buy |
+2,820
| New | +$244K | 0.05% | 160 |
|