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