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 |
|