Guardian Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
822
-1,401
| -63% | -$386K | 0.1% | 56 |
|
|
2025
Q1 | $372K | Buy |
2,223
+756
| +52% | +$127K | 0.18% | 50 |
|
|
2024
Q4 | $340K | Buy |
+1,467
| New | +$340K | 0.2% | 42 |
|
|
2024
Q3 | – | Sell |
-1,460
| Closed | -$234K | – | 46 |
|
|
2024
Q2 | $234K | Buy |
+1,460
| New | +$234K | 0.16% | 42 |
|
|
2024
Q1 | – | Sell |
-4,450
| Closed | -$497K | – | 46 |
|
|
2023
Q4 | $497K | Buy |
4,450
+2,000
| +82% | +$223K | 0.41% | 31 |
|
|
2023
Q3 | $203K | Sell |
2,450
-1,000
| -29% | -$83K | 0.19% | 41 |
|
|
2023
Q2 | $299K | Buy |
+3,450
| New | +$299K | 0.87% | 15 |
|
|
2022
Q2 | – | Sell |
-5,730
| Closed | -$336K | – | 39 |
|
|
2022
Q1 | $336K | Buy |
+5,730
| New | +$336K | 0.35% | 29 |
|