Everett Harris & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $804K | Sell |
2,917
-310
| -10% | -$85.5K | 0.01% | 177 |
|
2025
Q1 | $540K | Buy |
3,227
+396
| +14% | +$66.3K | 0.01% | 204 |
|
2024
Q4 | $656K | Buy |
2,831
+588
| +26% | +$136K | 0.01% | 181 |
|
2024
Q3 | $387K | Sell |
2,243
-27
| -1% | -$4.66K | ﹤0.01% | 208 |
|
2024
Q2 | $364K | Buy |
2,270
+280
| +14% | +$45K | ﹤0.01% | 206 |
|
2024
Q1 | $264K | Sell |
1,990
-10
| -0.5% | -$1.33K | ﹤0.01% | 244 |
|
2023
Q4 | $223K | Buy |
+2,000
| New | +$223K | ﹤0.01% | 244 |
|