Future Financial 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 | $445K | Buy |
1,613
+59
| +4% | +$16.3K | 0.3% | 67 |
|
2025
Q1 | $260K | Buy |
1,554
+7
| +0.5% | +$1.17K | 0.19% | 89 |
|
2024
Q4 | $359K | Sell |
1,547
-159
| -9% | -$36.9K | 0.26% | 73 |
|
2024
Q3 | $294K | Buy |
1,706
+16
| +0.9% | +$2.76K | 0.21% | 88 |
|
2024
Q2 | $272K | Buy |
1,690
+140
| +9% | +$22.5K | 0.24% | 89 |
|
2024
Q1 | $206K | Buy |
+1,550
| New | +$206K | 0.16% | 109 |
|
2022
Q2 | – | Sell |
-1,040
| Closed | -$65K | – | 148 |
|
2022
Q1 | $65K | Hold |
1,040
| – | – | 0.05% | 236 |
|
2021
Q4 | $69K | Buy |
+1,040
| New | +$69K | 0.06% | 235 |
|