Financial Synergies Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $372K | Sell |
|
|||||
|
2025
Q2 | $347K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $225K | Sell |
|
|||||
|
2024
Q3 | $255K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $152K | Buy |
|
|||||
|
2023
Q4 | $45.3K | Sell |
|
|||||
|
2023
Q3 | $95K | Hold |
|
|||||
|
2023
Q2 | $99.2K | Sell |
|
|||||
|
2023
Q1 | $82.9K | Buy |
|
|||||
|
2022
Q4 | $45.3K | Buy |
|
|||||
|
2022
Q3 | $1.78K | Hold |
|
|||||
|
2022
Q2 | $1.94K | Buy |
|