Forza Wealth 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 | $2.62M | Sell |
9,520
-60
| -0.6% | -$16.5K | 1.08% | 27 |
|
|
2025
Q1 | $1.6M | Sell |
9,580
-440
| -4% | -$73.7K | 0.72% | 39 |
|
|
2024
Q4 | $2.32M | Sell |
10,020
-1,000
| -9% | -$232K | 1.06% | 27 |
|
|
2024
Q3 | $1.9M | Buy |
11,020
+60
| +0.5% | +$10.4K | 0.87% | 34 |
|
|
2024
Q2 | $1.76M | Sell |
10,960
-340
| -3% | -$54.6K | 0.91% | 34 |
|
|
2024
Q1 | $1.5M | Sell |
11,300
-3,000
| -21% | -$398K | 0.78% | 39 |
|
|
2023
Q4 | $1.6M | Sell |
14,300
-5,150
| -26% | -$575K | 0.88% | 33 |
|
|
2023
Q3 | $1.62M | Hold |
19,450
| – | – | 0.83% | 33 |
|
|
2023
Q2 | $1.69M | Sell |
19,450
-2,150
| -10% | -$186K | 0.85% | 30 |
|
|
2023
Q1 | $1.39M | Buy |
+21,600
| New | +$1.39M | 0.71% | 42 |
|