Evernest Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
8,604
+1,767
| +26% | +$487K | 0.77% | 27 |
|
|
2025
Q1 | $1.14M | Sell |
6,837
-1,694
| -20% | -$284K | 0.41% | 54 |
|
|
2024
Q4 | $1.98M | Buy |
8,531
+3,000
| +54% | +$695K | 0.51% | 30 |
|
|
2024
Q3 | $954K | Buy |
5,531
+3,761
| +212% | +$649K | 0.26% | 65 |
|
|
2024
Q2 | $284K | Hold |
1,770
| – | – | 0.13% | 112 |
|
|
2024
Q1 | $213K | Buy |
+1,770
| New | +$213K | 0.1% | 122 |
|