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 |
|