Fortem Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Sell |
34,536
-179
| -0.5% | -$49.3K | 3.07% | 6 |
|
|
2025
Q1 | $5.81M | Buy |
34,715
+2,427
| +8% | +$406K | 2.26% | 7 |
|
|
2024
Q4 | $7.49M | Sell |
32,288
-230
| -0.7% | -$53.3K | 2.9% | 5 |
|
|
2024
Q3 | $5.61M | Buy |
32,518
+78
| +0.2% | +$13.5K | 2.28% | 8 |
|
|
2024
Q2 | $5.21M | Sell |
32,440
-520
| -2% | -$83.5K | 2.24% | 9 |
|
|
2024
Q1 | $4.37M | Buy |
32,960
+720
| +2% | +$95.4K | 1.92% | 11 |
|
|
2023
Q4 | $3.6M | Sell |
32,240
-3,460
| -10% | -$386K | 1.79% | 13 |
|
|
2023
Q3 | $2.97M | Sell |
35,700
-4,710
| -12% | -$391K | 1.74% | 14 |
|
|
2023
Q2 | $3.51M | Buy |
40,410
+5,230
| +15% | +$454K | 2.08% | 10 |
|
|
2023
Q1 | $2.26M | Sell |
35,180
-18,030
| -34% | -$1.16M | 1.47% | 14 |
|
|
2022
Q4 | $2.98M | Sell |
53,210
-3,850
| -7% | -$215K | 1.74% | 9 |
|
|
2022
Q3 | $2.53M | Buy |
57,060
+780
| +1% | +$34.6K | 1.75% | 10 |
|
|
2022
Q2 | $2.73M | Sell |
56,280
-650
| -1% | -$31.6K | 1.79% | 9 |
|
|
2022
Q1 | $3.59M | Sell |
56,930
-10,220
| -15% | -$644K | 1.57% | 9 |
|
|
2021
Q4 | $4.47M | Buy |
67,150
+1,330
| +2% | +$88.5K | 2.04% | 6 |
|
|
2021
Q3 | $3.19M | Buy |
65,820
+1,360
| +2% | +$66K | 1.62% | 12 |
|
|
2021
Q2 | $3.07M | Buy |
64,460
+6,200
| +11% | +$296K | 1.56% | 13 |
|
|
2021
Q1 | $2.7M | Sell |
58,260
-1,010
| -2% | -$46.8K | 1.56% | 13 |
|
|
2020
Q4 | $2.6M | Buy |
59,270
+2,320
| +4% | +$102K | 1.55% | 11 |
|
|
2020
Q3 | $2.08M | Buy |
+56,950
| New | +$2.08M | 1.5% | 14 |
|