Fortune Financial 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 | $856K | Hold |
3,106
| – | – | 0.69% | 47 |
|
|
2025
Q1 | $520K | Buy |
3,106
+220
| +8% | +$36.8K | 0.45% | 59 |
|
|
2024
Q4 | $669K | Sell |
2,886
-25
| -0.9% | -$5.8K | 0.61% | 52 |
|
|
2024
Q3 | $502K | Sell |
2,911
-29
| -1% | -$5K | 0.45% | 60 |
|
|
2024
Q2 | $472K | Hold |
2,940
| – | – | 0.29% | 85 |
|
|
2024
Q1 | $390K | Hold |
2,940
| – | – | 0.25% | 97 |
|
|
2023
Q4 | $328K | Sell |
2,940
-50
| -2% | -$5.59K | 0.23% | 93 |
|
|
2023
Q3 | $249K | Buy |
2,990
+10
| +0.3% | +$831 | 0.19% | 103 |
|
|
2023
Q2 | $259K | Buy |
+2,980
| New | +$259K | 0.19% | 106 |
|