Holistic Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.04M | Buy |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $955K | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $995K | Buy |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $527K | Buy |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $616K | Hold |
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|
2021
Q3 | $449K | Sell |
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|
2021
Q2 | $490K | Sell |
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|
2021
Q1 | $477K | Buy |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $301K | Buy |
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