Harvest Investment 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 | $691K | Sell |
2,505
-841
| -25% | -$232K | 0.44% | 53 |
|
|
2025
Q1 | $560K | Sell |
3,346
-13,982
| -81% | -$2.34M | 0.4% | 50 |
|
|
2024
Q4 | $4.02M | Sell |
17,328
-403
| -2% | -$93.4K | 2.78% | 7 |
|
|
2024
Q3 | $3.06M | Sell |
17,731
-239
| -1% | -$41.2K | 2.08% | 7 |
|
|
2024
Q2 | $2.89M | Sell |
17,970
-130
| -0.7% | -$20.9K | 2.13% | 7 |
|
|
2024
Q1 | $2.4M | Sell |
18,100
-4,960
| -22% | -$658K | 1.79% | 9 |
|
|
2023
Q4 | $2.57M | Sell |
23,060
-580
| -2% | -$64.8K | 2.07% | 7 |
|
|
2023
Q3 | $1.96M | Sell |
23,640
-170
| -0.7% | -$14.1K | 1.76% | 8 |
|
|
2023
Q2 | $2.07M | Sell |
23,810
-370
| -2% | -$32.1K | 1.77% | 8 |
|
|
2023
Q1 | $1.55M | Buy |
24,180
+10
| +0% | +$642 | 1.38% | 18 |
|
|
2022
Q4 | $1.35M | Buy |
+24,170
| New | +$1.35M | 1.27% | 29 |
|