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