Holistic Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
5,516
-186
| -3% | -$51.3K | 0.67% | 29 |
|
|
2025
Q1 | $955K | Sell |
5,702
-282
| -5% | -$47.2K | 0.46% | 31 |
|
|
2024
Q4 | $1.39M | Sell |
5,984
-1,311
| -18% | -$304K | 0.69% | 27 |
|
|
2024
Q3 | $1.26M | Buy |
7,295
+275
| +4% | +$47.4K | 0.61% | 27 |
|
|
2024
Q2 | $1.13M | Sell |
7,020
-490
| -7% | -$78.7K | 0.57% | 28 |
|
|
2024
Q1 | $995K | Buy |
7,510
+210
| +3% | +$27.8K | 0.51% | 31 |
|
|
2023
Q4 | $815K | Sell |
7,300
-50
| -0.7% | -$5.58K | 0.49% | 30 |
|
|
2023
Q3 | $610K | Buy |
7,350
+420
| +6% | +$34.9K | 0.41% | 34 |
|
|
2023
Q2 | $601K | Sell |
6,930
-2,910
| -30% | -$252K | 0.42% | 35 |
|
|
2023
Q1 | $631K | Buy |
9,840
+740
| +8% | +$47.5K | 0.49% | 31 |
|
|
2022
Q4 | $509K | Sell |
9,100
-380
| -4% | -$21.2K | 0.46% | 33 |
|
|
2022
Q3 | $421K | Sell |
9,480
-1,370
| -13% | -$60.8K | 0.42% | 39 |
|
|
2022
Q2 | $527K | Buy |
10,850
+610
| +6% | +$29.6K | 0.5% | 28 |
|
|
2022
Q1 | $645K | Buy |
10,240
+990
| +11% | +$62.4K | 0.41% | 32 |
|
|
2021
Q4 | $616K | Hold |
9,250
| – | – | 0.36% | 38 |
|
|
2021
Q3 | $449K | Sell |
9,250
-1,020
| -10% | -$49.5K | 0.28% | 48 |
|
|
2021
Q2 | $490K | Sell |
10,270
-10
| -0.1% | -$477 | 0.29% | 46 |
|
|
2021
Q1 | $477K | Buy |
10,280
+220
| +2% | +$10.2K | 0.31% | 43 |
|
|
2020
Q4 | $440K | Buy |
10,060
+1,800
| +22% | +$78.7K | 0.3% | 46 |
|
|
2020
Q3 | $301K | Buy |
+8,260
| New | +$301K | 0.24% | 58 |
|