Fermata Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $509K | Sell |
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|
2025
Q2 | $701K | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $468K | Sell |
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|
2021
Q4 | $521K | Buy |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $252K | Buy |
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