Fiduciary Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Hold |
6,970
| – | – | 0.18% | 109 |
|
|
2025
Q1 | $1.17M | Hold |
6,970
| – | – | 0.12% | 142 |
|
|
2024
Q4 | $1.62M | Buy |
6,970
+160
| +2% | +$37.1K | 0.16% | 116 |
|
|
2024
Q3 | $1.17M | Buy |
6,810
+40
| +0.6% | +$6.9K | 0.12% | 134 |
|
|
2024
Q2 | $1.09M | Sell |
6,770
-70
| -1% | -$11.2K | 0.12% | 135 |
|
|
2024
Q1 | $907K | Sell |
6,840
-20
| -0.3% | -$2.65K | 0.1% | 146 |
|
|
2023
Q4 | $766K | Sell |
6,860
-570
| -8% | -$63.6K | 0.09% | 147 |
|
|
2023
Q3 | $617K | Hold |
7,430
| – | – | 0.08% | 145 |
|
|
2023
Q2 | $645K | Sell |
7,430
-220
| -3% | -$19.1K | 0.08% | 140 |
|
|
2023
Q1 | $491K | Buy |
7,650
+770
| +11% | +$49.4K | 0.06% | 159 |
|
|
2022
Q4 | $385K | Buy |
6,880
+120
| +2% | +$6.71K | 0.05% | 172 |
|
|
2022
Q3 | $342K | Buy |
6,760
+120
| +2% | +$6.07K | 0.04% | 183 |
|
|
2022
Q2 | $362K | Sell |
6,640
-110
| -2% | -$6K | 0.05% | 181 |
|
|
2022
Q1 | $383K | Buy |
6,750
+210
| +3% | +$11.9K | 0.05% | 170 |
|
|
2021
Q4 | $435K | Hold |
6,540
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $349K | Buy |
6,540
+170
| +3% | +$9.07K | 0.04% | 182 |
|
|
2021
Q2 | $311K | Buy |
6,370
+230
| +4% | +$11.2K | 0.04% | 192 |
|
|
2021
Q1 | $280K | Buy |
6,140
+100
| +2% | +$4.56K | 0.03% | 195 |
|
|
2020
Q4 | $289K | Buy |
6,040
+100
| +2% | +$4.79K | 0.04% | 182 |
|
|
2020
Q3 | $216K | Buy |
+5,940
| New | +$216K | 0.03% | 188 |
|