Fermata Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
2,543
-5,287
| -68% | -$1.46M | 0.19% | 111 |
|
|
2025
Q1 | $1.31M | Sell |
7,830
-1,103
| -12% | -$185K | 0.24% | 91 |
|
|
2024
Q4 | $2.07M | Buy |
8,933
+968
| +12% | +$224K | 0.39% | 57 |
|
|
2024
Q3 | $1.37M | Buy |
7,965
+555
| +7% | +$95.7K | 0.28% | 67 |
|
|
2024
Q2 | $1.19M | Sell |
7,410
-170
| -2% | -$27.3K | 0.27% | 66 |
|
|
2024
Q1 | $1M | Buy |
7,580
+3,780
| +99% | +$501K | 0.23% | 76 |
|
|
2023
Q4 | $424K | Sell |
3,800
-190
| -5% | -$21.2K | 0.1% | 110 |
|
|
2023
Q3 | $333K | Buy |
+3,990
| New | +$333K | 0.09% | 119 |
|
|
2023
Q1 | – | Sell |
-3,640
| Closed | -$205K | – | 100 |
|
|
2022
Q4 | $205K | Buy |
+3,640
| New | +$205K | 0.06% | 132 |
|
|
2022
Q3 | – | Sell |
-6,800
| Closed | -$333K | – | 133 |
|
|
2022
Q2 | $333K | Sell |
6,800
-570
| -8% | -$27.9K | 0.12% | 120 |
|
|
2022
Q1 | $468K | Sell |
7,370
-410
| -5% | -$26K | 0.18% | 97 |
|
|
2021
Q4 | $521K | Buy |
7,780
+190
| +3% | +$12.7K | 0.19% | 92 |
|
|
2021
Q3 | $370K | Sell |
7,590
-480
| -6% | -$23.4K | 0.16% | 103 |
|
|
2021
Q2 | $386K | Buy |
8,070
+2,640
| +49% | +$126K | 0.22% | 79 |
|
|
2021
Q1 | $252K | Buy |
+5,430
| New | +$252K | 0.21% | 65 |
|