FC
Fulcrum Capital’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
2,600
-125
| -5% | -$34.5K | 0.15% | 53 |
|
|
2025
Q1 | $456K | Buy |
2,725
+260
| +11% | +$43.5K | 0.1% | 65 |
|
|
2024
Q4 | $571K | Sell |
2,465
-435
| -15% | -$101K | 0.12% | 58 |
|
|
2024
Q3 | $500K | Buy |
2,900
+2,610
| +900% | +$450K | 0.11% | 68 |
|
|
2024
Q2 | $466K | Sell |
290
-83
| -22% | -$133K | 0.11% | 69 |
|
|
2024
Q1 | $494K | Sell |
373
-64
| -15% | -$84.8K | 0.12% | 66 |
|
|
2023
Q4 | $488K | Hold |
437
| – | – | 0.13% | 66 |
|
|
2023
Q3 | $363K | Sell |
437
-19
| -4% | -$15.8K | 0.11% | 72 |
|
|
2023
Q2 | $396K | Sell |
456
-36
| -7% | -$31.2K | 0.1% | 76 |
|
|
2023
Q1 | $316K | Buy |
+492
| New | +$316K | 0.09% | 87 |
|
|
2021
Q2 | – | Sell |
-452
| Closed | -$210K | – | 83 |
|
|
2021
Q1 | $210K | Sell |
452
-588
| -57% | -$273K | 0.06% | 84 |
|
|
2020
Q4 | $455K | Buy |
+1,040
| New | +$455K | 0.14% | 56 |
|