Fulcrum Equity 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 | $725K | Buy |
2,628
+28
| +1% | +$7.72K | 0.74% | 37 |
|
|
2025
Q1 | $435K | Buy |
2,600
+121
| +5% | +$20.3K | 0.48% | 53 |
|
|
2024
Q4 | $575K | Sell |
2,479
-450
| -15% | -$104K | 0.57% | 54 |
|
|
2024
Q3 | $505K | Sell |
2,929
-4,591
| -61% | -$792K | 0.43% | 77 |
|
|
2024
Q2 | $1.21M | Buy |
7,520
+690
| +10% | +$111K | 1.08% | 24 |
|
|
2024
Q1 | $905K | Buy |
6,830
+1,490
| +28% | +$197K | 1.07% | 34 |
|
|
2023
Q4 | $596K | Buy |
5,340
+250
| +5% | +$27.9K | 0.74% | 33 |
|
|
2023
Q3 | $423K | Buy |
+5,090
| New | +$423K | 0.5% | 54 |
|
|
2019
Q4 | – | Sell |
-110
| Closed | -$3K | – | 102 |
|
|
2019
Q3 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 183 |
|