Great Lakes Retirement’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.89M | Sell |
24,985
-401
| -2% | -$111K | 0.82% | 31 |
|
2025
Q1 | $4.25M | Buy |
25,386
+141
| +0.6% | +$23.6K | 0.56% | 39 |
|
2024
Q4 | $5.85M | Sell |
25,245
-1,676
| -6% | -$389K | 0.76% | 33 |
|
2024
Q3 | $4.64M | Buy |
26,921
+451
| +2% | +$77.8K | 0.6% | 37 |
|
2024
Q2 | $4.25M | Sell |
26,470
-460
| -2% | -$73.8K | 0.58% | 38 |
|
2024
Q1 | $3.57M | Sell |
26,930
-780
| -3% | -$103K | 0.53% | 40 |
|
2023
Q4 | $3.09M | Buy |
27,710
+4,290
| +18% | +$479K | 0.51% | 38 |
|
2023
Q3 | $1.95M | Buy |
23,420
+950
| +4% | +$78.9K | 0.35% | 54 |
|
2023
Q2 | $1.95M | Buy |
22,470
+20
| +0.1% | +$1.74K | 0.34% | 54 |
|
2023
Q1 | $1.44M | Buy |
22,450
+1,890
| +9% | +$121K | 0.27% | 77 |
|
2022
Q4 | $1.15M | Buy |
+20,560
| New | +$1.15M | 0.29% | 56 |
|
2020
Q1 | $674K | Sell |
28,560
-7,840
| -22% | -$185K | 0.31% | 46 |
|
2019
Q4 | $1.16M | Buy |
+36,400
| New | +$1.16M | 0.36% | 52 |
|