Family Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$207K Sell
1,200
-250
-17% -$43.1K 0.12% 102
2024
Q2
$233K Sell
1,450
-70
-5% -$11.2K 0.15% 96
2024
Q1
$201K Sell
1,520
-660
-30% -$87.3K 0.13% 101
2023
Q4
$243K Sell
2,180
-240
-10% -$26.8K 0.16% 94
2023
Q3
$201K Sell
2,420
-20
-0.8% -$1.66K 0.15% 97
2023
Q2
$212K Sell
2,440
-2,480
-50% -$215K 0.14% 99
2023
Q1
$315K Buy
4,920
+40
+0.8% +$2.56K 0.23% 73
2022
Q4
$273K Buy
+4,880
New +$273K 0.23% 75