HeadInvest LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
2,731
-705
| -21% | -$194K | 0.16% | 116 |
|
|
2025
Q1 | $575K | Buy |
3,436
+14
| +0.4% | +$2.34K | 0.11% | 135 |
|
|
2024
Q4 | $793K | Buy |
3,422
+252
| +8% | +$58.4K | 0.15% | 113 |
|
|
2024
Q3 | $547K | Sell |
3,170
-200
| -6% | -$34.5K | 0.1% | 140 |
|
|
2024
Q2 | $541K | Buy |
3,370
+120
| +4% | +$19.3K | 0.11% | 134 |
|
|
2024
Q1 | $431K | Sell |
3,250
-170
| -5% | -$22.5K | 0.08% | 162 |
|
|
2023
Q4 | $382K | Sell |
3,420
-20
| -0.6% | -$2.23K | 0.08% | 168 |
|
|
2023
Q3 | $287K | Buy |
3,440
+460
| +15% | +$38.4K | 0.06% | 179 |
|
|
2023
Q2 | $247K | Sell |
2,980
-240
| -7% | -$19.9K | 0.05% | 200 |
|
|
2023
Q1 | $207K | Sell |
3,220
-820
| -20% | -$52.6K | 0.05% | 219 |
|
|
2022
Q4 | $226K | Buy |
+4,040
| New | +$226K | 0.05% | 208 |
|
|
2022
Q2 | – | Sell |
-4,030
| Closed | -$254K | – | 217 |
|
|
2022
Q1 | $254K | Buy |
4,030
+140
| +4% | +$8.82K | 0.05% | 206 |
|
|
2021
Q4 | $259K | Buy |
+3,890
| New | +$259K | 0.05% | 210 |
|