Family Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
6,360
-318
-5% -$87.7K 0.26% 76
2025
Q1
$1.12M Sell
6,678
-228
-3% -$38.2K 0.18% 83
2024
Q4
$1.6M Buy
6,906
+93
+1% +$21.6K 0.26% 73
2024
Q3
$1.18M Sell
6,813
-24,037
-78% -$4.15M 0.19% 80
2024
Q2
$4.95M Buy
30,850
+2,550
+9% +$409K 0.87% 27
2024
Q1
$3.75M Sell
28,300
-2,990
-10% -$396K 0.69% 40
2023
Q4
$3.49M Buy
31,290
+27,940
+834% +$3.12M 0.73% 32
2023
Q3
$278K Sell
3,350
-1,350
-29% -$112K 0.06% 104
2023
Q2
$408K Buy
+4,700
New +$408K 0.09% 88