Harvest Investment Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
8,709
-7,181
| -45% | -$1.98M | 0.54% | 44 |
|
|
2025
Q1 | $2.66M | Sell |
15,890
-23,275
| -59% | -$3.9M | 0.74% | 27 |
|
|
2024
Q4 | $9.08M | Buy |
39,165
+112
| +0.3% | +$26K | 2.22% | 5 |
|
|
2024
Q3 | $6.74M | Buy |
39,053
+7,213
| +23% | +$1.24M | 2.15% | 6 |
|
|
2024
Q2 | $5.11M | Buy |
31,840
+9,010
| +39% | +$1.45M | 2.03% | 10 |
|
|
2024
Q1 | $3.03M | Buy |
22,830
+17,080
| +297% | +$2.26M | 1.22% | 19 |
|
|
2023
Q4 | $642K | Sell |
5,750
-4,130
| -42% | -$461K | 0.3% | 91 |
|
|
2023
Q3 | $821K | Buy |
+9,880
| New | +$821K | 0.53% | 54 |
|
|
2022
Q3 | – | Sell |
-8,030
| Closed | -$390K | – | 115 |
|
|
2022
Q2 | $390K | Buy |
8,030
+60
| +0.8% | +$2.91K | 0.3% | 80 |
|
|
2022
Q1 | $501K | Sell |
7,970
-350
| -4% | -$22K | 0.3% | 96 |
|
|
2021
Q4 | $553K | Sell |
8,320
-160
| -2% | -$10.6K | 0.23% | 129 |
|
|
2021
Q3 | $411K | Sell |
8,480
-190
| -2% | -$9.21K | 0.17% | 174 |
|
|
2021
Q2 | $413K | Buy |
+8,670
| New | +$413K | 0.17% | 160 |
|
|
2019
Q2 | – | Sell |
-8,990
| Closed | -$274K | – | 153 |
|
|
2019
Q1 | $274K | Buy |
+8,990
| New | +$274K | 0.16% | 113 |
|