Facet Wealth Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,926
+2,123
| +56% | +$624K | 0.04% | 62 |
|
|
2025
Q1 | $763K | Buy |
3,803
+224
| +6% | +$45K | 0.02% | 74 |
|
|
2024
Q4 | $805K | Sell |
3,579
-119
| -3% | -$26.8K | 0.02% | 72 |
|
|
2024
Q3 | $625K | Sell |
3,698
-17,442
| -83% | -$2.95M | 0.02% | 80 |
|
|
2024
Q2 | $303K | Buy |
21,140
+19,140
| +957% | +$275K | 0.01% | 104 |
|
|
2024
Q1 | $262K | Buy |
2,000
+330
| +20% | +$43.2K | 0.01% | 101 |
|
|
2023
Q4 | $204K | Buy |
+1,670
| New | +$204K | 0.01% | 109 |
|