Forum Financial Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Sell |
32,453
-305
| -0.9% | -$84.1K | 0.14% | 39 |
|
|
2025
Q1 | $5.48M | Sell |
32,758
-415
| -1% | -$69.5K | 0.09% | 50 |
|
|
2024
Q4 | $7.69M | Buy |
33,173
+2,917
| +10% | +$676K | 0.13% | 40 |
|
|
2024
Q3 | $5.22M | Sell |
30,256
-1,674
| -5% | -$289K | 0.09% | 48 |
|
|
2024
Q2 | $5.13M | Buy |
31,930
+1,470
| +5% | +$236K | 0.09% | 43 |
|
|
2024
Q1 | $4.04M | Buy |
30,460
+240
| +0.8% | +$31.8K | 0.07% | 61 |
|
|
2023
Q4 | $3.37M | Buy |
30,220
+3,100
| +11% | +$346K | 0.06% | 58 |
|
|
2023
Q3 | $2.25M | Buy |
27,120
+120
| +0.4% | +$9.97K | 0.05% | 77 |
|
|
2023
Q2 | $2.34M | Buy |
27,000
+2,650
| +11% | +$230K | 0.05% | 75 |
|
|
2023
Q1 | $1.56M | Buy |
24,350
+20
| +0.1% | +$1.28K | 0.05% | 97 |
|
|
2022
Q4 | $1.36M | Sell |
24,330
-550
| -2% | -$30.8K | 0.04% | 99 |
|
|
2022
Q3 | $1.11M | Sell |
24,880
-1,830
| -7% | -$81.3K | 0.05% | 103 |
|
|
2022
Q2 | $1.3M | Buy |
26,710
+1,400
| +6% | +$68K | 0.07% | 97 |
|
|
2022
Q1 | $1.59M | Buy |
25,310
+1,220
| +5% | +$76.8K | 0.08% | 81 |
|
|
2021
Q4 | $1.6M | Buy |
+24,090
| New | +$1.6M | 0.08% | 77 |
|