FP
Financial Perspectives’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Buy |
33,038
+327
| +1% | +$90.1K | 2.75% | 11 |
|
|
2025
Q1 | $5.48M | Buy |
32,711
+6
| +0% | +$1.01K | 1.87% | 13 |
|
|
2024
Q4 | $7.58M | Sell |
32,705
-5,560
| -15% | -$1.29M | 2.55% | 11 |
|
|
2024
Q3 | $6.6M | Buy |
38,265
+34,194
| +840% | +$5.9M | 2.29% | 12 |
|
|
2024
Q2 | $6.54M | Sell |
4,071
-17
| -0.4% | -$27.3K | 2.41% | 12 |
|
|
2024
Q1 | $5.42M | Sell |
4,088
-18
| -0.4% | -$23.9K | 2.05% | 12 |
|
|
2023
Q4 | $4.58M | Buy |
4,106
+9
| +0.2% | +$10K | 1.86% | 13 |
|
|
2023
Q3 | $3.4M | Sell |
4,097
-13
| -0.3% | -$10.8K | 1.56% | 16 |
|
|
2023
Q2 | $3.57M | Buy |
4,110
+1
| +0% | +$868 | 1.57% | 15 |
|
|
2023
Q1 | $2.64M | Sell |
4,109
-2
| -0% | -$1.28K | 1.26% | 17 |
|
|
2022
Q4 | $2.3M | Sell |
4,111
-140
| -3% | -$78.3K | 1.18% | 17 |
|
|
2022
Q3 | $1.89M | Buy |
4,251
+704
| +20% | +$313K | 1.06% | 21 |
|
|
2022
Q2 | $1.72M | Buy |
3,547
+1,000
| +39% | +$486K | 0.97% | 22 |
|
|
2022
Q1 | $1.6M | Buy |
2,547
+167
| +7% | +$105K | 0.75% | 24 |
|
|
2021
Q4 | $1.58M | Hold |
2,380
| – | – | 0.75% | 25 |
|
|
2021
Q3 | $1.15M | Buy |
2,380
+52
| +2% | +$25.2K | 0.58% | 33 |
|
|
2021
Q2 | $1.11M | Sell |
2,328
-1,067,024
| -100% | -$509M | 0.54% | 34 |
|
|
2021
Q1 | $2.31M | Buy |
1,069,352
+1,067,608
| +61,216% | +$2.3M | 0.11% | 136 |
|
|
2020
Q4 | $763K | Buy |
1,744
+349
| +25% | +$153K | 0.43% | 40 |
|
|
2020
Q3 | $508K | Buy |
1,395
+2
| +0.1% | +$729 | 0.33% | 45 |
|
|
2020
Q2 | $440K | Buy |
1,393
+3
| +0.2% | +$947 | 0.31% | 50 |
|
|
2020
Q1 | $330K | Buy |
1,390
+624
| +81% | +$148K | 0.27% | 50 |
|
|
2019
Q4 | $242K | Buy |
+766
| New | +$242K | 0.17% | 73 |
|