Financial Advisory Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Sell |
30,616
-2,120
| -6% | -$584K | 2.65% | 9 |
|
|
2025
Q1 | $5.48M | Sell |
32,736
-7,493
| -19% | -$1.25M | 1.83% | 11 |
|
|
2024
Q4 | $9.33M | Sell |
40,229
-1,877
| -4% | -$435K | 3.1% | 5 |
|
|
2024
Q3 | $7.26M | Sell |
42,106
-2,484
| -6% | -$428K | 2.41% | 6 |
|
|
2024
Q2 | $7.16M | Sell |
44,590
-2,410
| -5% | -$387K | 2.68% | 5 |
|
|
2024
Q1 | $6.23M | Sell |
47,000
-6,910
| -13% | -$916K | 2.41% | 6 |
|
|
2023
Q4 | $6.02M | Sell |
53,910
-1,330
| -2% | -$148K | 2.19% | 6 |
|
|
2023
Q3 | $4.59M | Sell |
55,240
-500
| -0.9% | -$41.5K | 1.85% | 9 |
|
|
2023
Q2 | $4.84M | Sell |
55,740
-240
| -0.4% | -$20.8K | 1.86% | 10 |
|
|
2023
Q1 | $3.59M | Buy |
+55,980
| New | +$3.59M | 1.42% | 36 |
|