FAS Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.7M | Buy |
49,663
+4,273
| +9% | +$1.18M | 1.01% | 24 |
|
2025
Q1 | $7.6M | Sell |
45,390
-1,641
| -3% | -$275K | 0.62% | 37 |
|
2024
Q4 | $10.9M | Buy |
47,031
+1,250
| +3% | +$290K | 0.92% | 29 |
|
2024
Q3 | $7.9M | Buy |
45,781
+3,221
| +8% | +$556K | 0.63% | 35 |
|
2024
Q2 | $6.83M | Sell |
42,560
-1,630
| -4% | -$262K | 0.59% | 39 |
|
2024
Q1 | $5.86M | Buy |
44,190
+810
| +2% | +$107K | 0.52% | 44 |
|
2023
Q4 | $4.84M | Buy |
43,380
+3,780
| +10% | +$422K | 0.46% | 50 |
|
2023
Q3 | $3.29M | Buy |
39,600
+930
| +2% | +$77.2K | 0.35% | 59 |
|
2023
Q2 | $3.35M | Buy |
38,670
+2,000
| +5% | +$173K | 0.42% | 51 |
|
2023
Q1 | $2.35M | Sell |
36,670
-5,680
| -13% | -$364K | 0.26% | 86 |
|
2022
Q4 | $2.37M | Buy |
42,350
+6,090
| +17% | +$340K | 0.27% | 83 |
|
2022
Q3 | $1.61M | Buy |
36,260
+7,820
| +27% | +$347K | 0.18% | 98 |
|
2022
Q2 | $1.38M | Buy |
28,440
+6,180
| +28% | +$300K | 0.15% | 104 |
|
2022
Q1 | $1.4M | Buy |
22,260
+6,870
| +45% | +$433K | 0.13% | 102 |
|
2021
Q4 | $1.02M | Buy |
15,390
+3,150
| +26% | +$210K | 0.09% | 130 |
|
2021
Q3 | $593K | Buy |
12,240
+7,060
| +136% | +$342K | 0.06% | 169 |
|
2021
Q2 | $247K | Buy |
+5,180
| New | +$247K | 0.02% | 253 |
|