Guild Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Hold |
5,600
| – | – | 1.34% | 27 |
|
|
2025
Q1 | $938K | Hold |
5,600
| – | – | 0.99% | 26 |
|
|
2024
Q4 | $1.3M | Hold |
5,600
| – | – | 1.41% | 25 |
|
|
2024
Q3 | $966K | Hold |
5,600
| – | – | 1.06% | 28 |
|
|
2024
Q2 | $899K | Sell |
5,600
-140
| -2% | -$22.5K | 1.03% | 27 |
|
|
2024
Q1 | $764K | Hold |
5,740
| – | – | 0.98% | 29 |
|
|
2023
Q4 | $641K | Hold |
5,740
| – | – | 1.02% | 30 |
|
|
2023
Q3 | $477K | Hold |
5,740
| – | – | 0.8% | 35 |
|
|
2023
Q2 | $498K | Hold |
5,740
| – | – | 0.7% | 41 |
|
|
2023
Q1 | $369K | Hold |
5,740
| – | – | 0.57% | 42 |
|
|
2022
Q4 | $321K | Hold |
5,740
| – | – | 0.55% | 41 |
|
|
2022
Q3 | $255K | Buy |
5,740
+740
| +15% | +$32.9K | 0.44% | 50 |
|
|
2022
Q2 | $257K | Hold |
5,000
| – | – | 0.39% | 50 |
|
|
2022
Q1 | $315K | Hold |
5,000
| – | – | 0.32% | 55 |
|
|
2021
Q4 | $333K | Hold |
5,000
| – | – | 0.34% | 54 |
|
|
2021
Q3 | $242K | Hold |
5,000
| – | – | 0.23% | 62 |
|
|
2021
Q2 | $238K | Hold |
5,000
| – | – | 0.23% | 60 |
|
|
2021
Q1 | $232K | Buy |
+5,000
| New | +$232K | 0.25% | 65 |
|