Fortitude Advisory 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 | $3.68M | Buy |
13,332
+349
| +3% | +$96.2K | 2.1% | 7 |
|
2025
Q1 | $2.27M | Buy |
12,983
+1,174
| +10% | +$205K | 1.63% | 12 |
|
2024
Q4 | $2.74M | Buy |
11,809
+214
| +2% | +$49.6K | 1.65% | 13 |
|
2024
Q3 | $2M | Buy |
11,595
+805
| +7% | +$139K | 1.26% | 13 |
|
2024
Q2 | $1.73M | Buy |
10,790
+2,750
| +34% | +$442K | 1.04% | 16 |
|
2024
Q1 | $1.07M | Buy |
8,040
+1,040
| +15% | +$138K | 0.6% | 22 |
|
2023
Q4 | $781K | Sell |
7,000
-10
| -0.1% | -$1.12K | 0.47% | 41 |
|
2023
Q3 | $582K | Buy |
7,010
+1,370
| +24% | +$114K | 0.39% | 54 |
|
2023
Q2 | $489K | Sell |
5,640
-10
| -0.2% | -$867 | 0.36% | 63 |
|
2023
Q1 | $362K | Buy |
5,650
+100
| +2% | +$6.42K | 0.28% | 91 |
|
2022
Q4 | $310K | Buy |
5,550
+100
| +2% | +$5.59K | 0.26% | 107 |
|
2022
Q3 | $242K | Buy |
5,450
+1,290
| +31% | +$57.3K | 0.23% | 119 |
|
2022
Q2 | $202K | Buy |
4,160
+390
| +10% | +$18.9K | 0.18% | 167 |
|
2022
Q1 | $237K | Hold |
3,770
| – | – | 0.13% | 164 |
|
2021
Q4 | $251K | Buy |
+3,770
| New | +$251K | 0.13% | 157 |
|