Guerra Pan Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Buy |
28,692
+1,058
| +4% | +$292K | 5.21% | 2 |
|
|
2025
Q1 | $4.63M | Buy |
27,634
+3,049
| +12% | +$510K | 3.63% | 4 |
|
|
2024
Q4 | $5.7M | Buy |
24,585
+225
| +0.9% | +$52.2K | 4.13% | 4 |
|
|
2024
Q3 | $4.2M | Hold |
24,360
| – | – | 3.36% | 5 |
|
|
2024
Q2 | $3.91M | Hold |
24,360
| – | – | 3.27% | 5 |
|
|
2024
Q1 | $3.23M | Sell |
24,360
-60
| -0.2% | -$7.95K | 2.99% | 8 |
|
|
2023
Q4 | $2.73M | Hold |
24,420
| – | – | 2.6% | 10 |
|
|
2023
Q3 | $2.03M | Hold |
24,420
| – | – | 2.34% | 11 |
|
|
2023
Q2 | $2.12M | Hold |
24,420
| – | – | 2.35% | 11 |
|
|
2023
Q1 | $1.57M | Hold |
24,420
| – | – | 1.97% | 13 |
|
|
2022
Q4 | $1.37M | Hold |
24,420
| – | – | 1.87% | 14 |
|
|
2022
Q3 | $1.12M | Hold |
24,420
| – | – | 1.64% | 16 |
|
|
2022
Q2 | $1.31M | Hold |
24,420
| – | – | 1.62% | 16 |
|
|
2022
Q1 | $1.37M | Hold |
24,420
| – | – | 1.65% | 14 |
|
|
2021
Q4 | $1.63M | Buy |
+24,420
| New | +$1.63M | 1.61% | 17 |
|