Financial Engines 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 | $3.68M | Buy |
13,342
+4,900
| +58% | +$1.35M | 0.01% | 167 |
|
2025
Q1 | $1.41M | Buy |
8,442
+223
| +3% | +$37.3K | ﹤0.01% | 223 |
|
2024
Q4 | $1.91M | Buy |
8,219
+6,291
| +326% | +$1.46M | ﹤0.01% | 199 |
|
2024
Q3 | $333K | Sell |
1,928
-1,982
| -51% | -$342K | ﹤0.01% | 321 |
|
2024
Q2 | $628K | Sell |
3,910
-120
| -3% | -$19.3K | ﹤0.01% | 246 |
|
2024
Q1 | $534K | Buy |
+4,030
| New | +$534K | ﹤0.01% | 241 |
|
2022
Q1 | – | Sell |
-10,410
| Closed | -$693K | – | 308 |
|
2021
Q4 | $693K | Buy |
+10,410
| New | +$693K | ﹤0.01% | 134 |
|
2018
Q1 | – | Sell |
-130
| Closed | -$3K | – | 138 |
|
2017
Q4 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 124 |
|