FOCUS 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 | $1.39M | Sell |
5,060
-290
| -5% | -$79.9K | 0.72% | 33 |
|
|
2025
Q1 | $896K | Buy |
5,350
+290
| +6% | +$48.6K | 0.5% | 40 |
|
|
2024
Q4 | $1.17M | Hold |
5,060
| – | – | 0.62% | 35 |
|
|
2024
Q3 | $873K | Hold |
5,060
| – | – | 0.44% | 41 |
|
|
2024
Q2 | $812K | Buy |
5,060
+140
| +3% | +$22.5K | 0.42% | 41 |
|
|
2024
Q1 | $652K | Hold |
4,920
| – | – | 0.35% | 42 |
|
|
2023
Q4 | $549K | Hold |
4,920
| – | – | 0.35% | 36 |
|
|
2023
Q3 | $409K | Buy |
4,920
+1,060
| +27% | +$88K | 0.28% | 48 |
|
|
2023
Q2 | $335K | Hold |
3,860
| – | – | 0.23% | 47 |
|
|
2023
Q1 | $248K | Buy |
+3,860
| New | +$248K | 0.16% | 56 |
|