Fiduciary Alliance’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Buy |
35,136
+4,148
| +13% | +$1.14M | 0.72% | 31 |
|
|
2025
Q1 | $5.19M | Buy |
30,988
+3,349
| +12% | +$561K | 0.51% | 52 |
|
|
2024
Q4 | $6.41M | Buy |
27,639
+22,348
| +422% | +$5.18M | 0.65% | 41 |
|
|
2024
Q3 | $913K | Buy |
5,291
+621
| +13% | +$107K | 0.12% | 115 |
|
|
2024
Q2 | $774K | Buy |
4,670
+1,210
| +35% | +$201K | 0.13% | 98 |
|
|
2024
Q1 | $467K | Buy |
3,460
+100
| +3% | +$13.5K | 0.08% | 126 |
|
|
2023
Q4 | $375K | Sell |
3,360
-390
| -10% | -$43.5K | 0.07% | 131 |
|
|
2023
Q3 | $312K | Buy |
3,750
+1,560
| +71% | +$130K | 0.07% | 135 |
|
|
2023
Q2 | $190K | Buy |
+2,190
| New | +$190K | 0.04% | 153 |
|
|
2023
Q1 | – | Sell |
-460
| Closed | -$25.8K | – | 196 |
|
|
2022
Q4 | $25.8K | Buy |
+460
| New | +$25.8K | 0.01% | 289 |
|