Focus Partners Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290M Buy
1,053,004
+69,443
+7% +$19.1M 0.63% 35
2025
Q1
$165M Buy
983,561
+93,958
+11% +$15.7M 0.41% 51
2024
Q4
$206M Buy
889,603
+386,076
+77% +$89.5M 0.54% 37
2024
Q3
$86.8M Buy
503,527
+73,317
+17% +$12.6M 0.28% 77
2024
Q2
$6.91M Sell
430,210
-20,250
-4% -$325K 0.02% 436
2024
Q1
$59.7M Buy
450,460
+298,960
+197% +$39.6M 0.48% 47
2023
Q4
$16.9M Buy
+151,500
New +$16.9M 0.22% 120