Everhart 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 | $8.1M | Buy |
29,394
+2,769
| +10% | +$763K | 0.94% | 14 |
|
|
2025
Q1 | $4.46M | Buy |
26,625
+1,101
| +4% | +$184K | 0.61% | 23 |
|
|
2024
Q4 | $5.92M | Buy |
25,524
+1,652
| +7% | +$383K | 1.22% | 15 |
|
|
2024
Q3 | $4.12M | Buy |
23,872
+3,242
| +16% | +$559K | 0.91% | 21 |
|
|
2024
Q2 | $3.31M | Buy |
20,630
+3,750
| +22% | +$602K | 0.86% | 25 |
|
|
2024
Q1 | $2.24M | Buy |
16,880
+1,430
| +9% | +$190K | 0.65% | 31 |
|
|
2023
Q4 | $1.72M | Buy |
15,450
+2,350
| +18% | +$262K | 0.61% | 36 |
|
|
2023
Q3 | $1.09M | Buy |
13,100
+1,030
| +9% | +$85.6K | 0.46% | 46 |
|
|
2023
Q2 | $1.05M | Buy |
12,070
+1,120
| +10% | +$97.2K | 0.43% | 47 |
|
|
2023
Q1 | $702K | Buy |
10,950
+1,060
| +11% | +$68K | 0.32% | 64 |
|
|
2022
Q4 | $553K | Buy |
9,890
+1,150
| +13% | +$64.3K | 0.28% | 79 |
|
|
2022
Q3 | $388K | Buy |
8,740
+850
| +11% | +$37.7K | 0.21% | 91 |
|
|
2022
Q2 | $384K | Sell |
7,890
-620
| -7% | -$30.2K | 0.23% | 100 |
|
|
2022
Q1 | $536K | Buy |
8,510
+2,820
| +50% | +$178K | 0.31% | 68 |
|
|
2021
Q4 | $379K | Buy |
+5,690
| New | +$379K | 0.23% | 83 |
|