Financial & Tax Architects’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
6,887
-292
| -4% | -$80.5K | 0.46% | 46 |
|
|
2025
Q1 | $1.2M | Sell |
7,179
-2,101
| -23% | -$352K | 0.3% | 57 |
|
|
2024
Q4 | $2.15M | Buy |
9,280
+892
| +11% | +$207K | 0.55% | 47 |
|
|
2024
Q3 | $1.45M | Sell |
8,388
-862
| -9% | -$149K | 0.37% | 50 |
|
|
2024
Q2 | $1.49M | Buy |
9,250
+1,550
| +20% | +$249K | 0.4% | 49 |
|
|
2024
Q1 | $1.02M | Buy |
7,700
+930
| +14% | +$123K | 0.28% | 50 |
|
|
2023
Q4 | $756K | Sell |
6,770
-2,220
| -25% | -$248K | 0.22% | 53 |
|
|
2023
Q3 | $747K | Buy |
8,990
+1,610
| +22% | +$134K | 0.23% | 61 |
|
|
2023
Q2 | $640K | Sell |
7,380
-1,140
| -13% | -$98.9K | 0.2% | 55 |
|
|
2023
Q1 | $547K | Sell |
8,520
-180
| -2% | -$11.5K | 0.18% | 57 |
|
|
2022
Q4 | $497K | Sell |
8,700
-2,050
| -19% | -$117K | 0.17% | 57 |
|
|
2022
Q3 | $477K | Sell |
10,750
-1,230
| -10% | -$54.6K | 0.18% | 51 |
|
|
2022
Q2 | $582K | Sell |
11,980
-2,530
| -17% | -$123K | 0.22% | 56 |
|
|
2022
Q1 | $914K | Buy |
+14,510
| New | +$914K | 0.34% | 55 |
|