Financial Synergies Wealth 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 | $347K | Buy |
+1,260
| New | +$347K | 0.04% | 76 |
|
|
2025
Q1 | – | Sell |
-970
| Closed | -$225K | – | 83 |
|
|
2024
Q4 | $225K | Sell |
970
-507
| -34% | -$118K | 0.03% | 68 |
|
|
2024
Q3 | $255K | Buy |
+1,477
| New | +$255K | 0.03% | 66 |
|
|
2024
Q2 | – | Sell |
-1,150
| Closed | -$152K | – | 102 |
|
|
2024
Q1 | $152K | Buy |
1,150
+340
| +42% | +$44.9K | 0.02% | 84 |
|
|
2023
Q4 | $45.3K | Sell |
810
-330
| -29% | -$18.5K | 0.01% | 98 |
|
|
2023
Q3 | $95K | Hold |
1,140
| – | – | 0.01% | 88 |
|
|
2023
Q2 | $99.2K | Sell |
1,140
-150
| -12% | -$13K | 0.01% | 84 |
|
|
2023
Q1 | $82.9K | Buy |
1,290
+480
| +59% | +$30.8K | 0.01% | 90 |
|
|
2022
Q4 | $45.3K | Buy |
810
+770
| +1,925% | +$43.1K | 0.01% | 98 |
|
|
2022
Q3 | $1.78K | Hold |
40
| – | – | ﹤0.01% | 229 |
|
|
2022
Q2 | $1.94K | Buy |
+40
| New | +$1.94K | ﹤0.01% | 236 |
|