Guardian Wealth Advisors (North Carolina)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
39,561
-106
| -0.3% | -$29.2K | 0.77% | 29 |
|
|
2025
Q1 | $6.64M | Sell |
39,667
-1,786
| -4% | -$299K | 0.53% | 36 |
|
|
2024
Q4 | $9.61M | Sell |
41,453
-2,071
| -5% | -$480K | 0.76% | 29 |
|
|
2024
Q3 | $7.51M | Sell |
43,524
-486
| -1% | -$83.8K | 0.8% | 21 |
|
|
2024
Q2 | $7.07M | Sell |
44,010
-640
| -1% | -$103K | 0.83% | 22 |
|
|
2024
Q1 | $5.92M | Sell |
44,650
-920
| -2% | -$122K | 0.72% | 23 |
|
|
2023
Q4 | $5.09M | Sell |
45,570
-570
| -1% | -$63.6K | 0.77% | 23 |
|
|
2023
Q3 | $3.83M | Buy |
46,140
+1,450
| +3% | +$120K | 0.65% | 27 |
|
|
2023
Q2 | $3.88M | Buy |
44,690
+4,660
| +12% | +$404K | 0.66% | 22 |
|
|
2023
Q1 | $2.57M | Buy |
40,030
+15,310
| +62% | +$982K | 0.45% | 26 |
|
|
2022
Q4 | $1.38M | Sell |
24,720
-12,130
| -33% | -$678K | 0.27% | 48 |
|
|
2022
Q3 | $1.64M | Buy |
36,850
+670
| +2% | +$29.7K | 0.3% | 36 |
|
|
2022
Q2 | $1.76M | Buy |
36,180
+23,880
| +194% | +$1.16M | 0.32% | 30 |
|
|
2022
Q1 | $775K | Buy |
12,300
+3,840
| +45% | +$242K | 0.33% | 53 |
|
|
2021
Q4 | $563K | Buy |
+8,460
| New | +$563K | 0.24% | 74 |
|