Financial Symmetry’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,382
| Closed | -$231K | – | 50 |
|
|
2025
Q1 | $231K | Sell |
1,382
-603
| -30% | -$101K | 0.14% | 47 |
|
|
2024
Q4 | $460K | Sell |
1,985
-1,227
| -38% | -$284K | 0.31% | 26 |
|
|
2024
Q3 | $554K | Sell |
3,212
-518
| -14% | -$89.4K | 0.39% | 25 |
|
|
2024
Q2 | $599K | Buy |
+3,730
| New | +$599K | 0.47% | 23 |
|