Fi3 Financial 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 | $1.87M | Buy |
6,767
+544
| +9% | +$150K | 0.67% | 20 |
|
|
2025
Q1 | $1.04M | Sell |
6,223
-2,230
| -26% | -$373K | 0.42% | 27 |
|
|
2024
Q4 | $1.96M | Buy |
8,453
+106
| +1% | +$24.6K | 0.73% | 21 |
|
|
2024
Q3 | $1.44M | Buy |
8,347
+3,507
| +72% | +$605K | 0.57% | 19 |
|
|
2024
Q2 | $777K | Sell |
4,840
-30
| -0.6% | -$4.82K | 0.34% | 30 |
|
|
2024
Q1 | $623K | Buy |
4,870
+760
| +18% | +$97.2K | 0.29% | 31 |
|
|
2023
Q4 | $459K | Buy |
4,110
+160
| +4% | +$17.9K | 0.22% | 39 |
|
|
2023
Q3 | $328K | Buy |
3,950
+690
| +21% | +$57.3K | 0.18% | 52 |
|
|
2023
Q2 | $283K | Sell |
3,260
-20
| -0.6% | -$1.74K | 0.15% | 53 |
|
|
2023
Q1 | $211K | Buy |
+3,280
| New | +$211K | 0.11% | 67 |
|