GoalVest Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
8,118
-4,387
| -35% | -$1.21M | 0.55% | 28 |
|
|
2025
Q1 | $2.09M | Buy |
12,505
+145
| +1% | +$24.3K | 0.58% | 30 |
|
|
2024
Q4 | $2.87M | Sell |
12,360
-738
| -6% | -$171K | 0.79% | 20 |
|
|
2024
Q3 | $2.26M | Buy |
13,098
+698
| +6% | +$120K | 0.65% | 25 |
|
|
2024
Q2 | $1.99M | Sell |
12,400
-210
| -2% | -$33.7K | 0.64% | 26 |
|
|
2024
Q1 | $1.67M | Sell |
12,610
-70
| -0.6% | -$9.28K | 0.56% | 25 |
|
|
2023
Q4 | $1.42M | Sell |
12,680
-1,800
| -12% | -$201K | 0.62% | 16 |
|
|
2023
Q3 | $1.2M | Buy |
14,480
+870
| +6% | +$72.2K | 0.6% | 19 |
|
|
2023
Q2 | $1.18M | Buy |
13,610
+1,760
| +15% | +$153K | 0.61% | 17 |
|
|
2023
Q1 | $760K | Buy |
11,850
+11,830
| +59,150% | +$759K | 0.45% | 55 |
|
|
2022
Q4 | $1.15K | Sell |
20
-40
| -67% | -$2.29K | ﹤0.01% | 231 |
|
|
2022
Q3 | $3K | Sell |
60
-12,590
| -100% | -$630K | ﹤0.01% | 217 |
|
|
2022
Q2 | $603K | Sell |
12,650
-1,590
| -11% | -$75.8K | 0.38% | 80 |
|
|
2022
Q1 | $897K | Buy |
+14,240
| New | +$897K | 0.51% | 58 |
|
|
2021
Q2 | $413K | Buy |
+8,660
| New | +$413K | 0.26% | 92 |
|