Horizon Family Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
4,390
-468
| -10% | -$129K | 0.74% | 27 |
|
|
2025
Q1 | $813K | Buy |
4,858
+237
| +5% | +$39.7K | 0.54% | 29 |
|
|
2024
Q4 | $1.07M | Sell |
4,621
-670
| -13% | -$155K | 0.71% | 29 |
|
|
2024
Q3 | $913K | Buy |
5,291
+71
| +1% | +$12.2K | 0.65% | 27 |
|
|
2024
Q2 | $839K | Buy |
5,220
+30
| +0.6% | +$4.83K | 0.64% | 28 |
|
|
2024
Q1 | $688K | Sell |
5,190
-1,210
| -19% | -$160K | 0.53% | 31 |
|
|
2023
Q4 | $715K | Buy |
6,400
+80
| +1% | +$8.94K | 0.6% | 28 |
|
|
2023
Q3 | $525K | Buy |
6,320
+400
| +7% | +$33.2K | 0.51% | 30 |
|
|
2023
Q2 | $514K | Sell |
5,920
-350
| -6% | -$30.4K | 0.49% | 30 |
|
|
2023
Q1 | $403K | Sell |
6,270
-390
| -6% | -$25.1K | 0.43% | 34 |
|
|
2022
Q4 | $372K | Buy |
6,660
+290
| +5% | +$16.2K | 0.43% | 38 |
|
|
2022
Q3 | $284K | Sell |
6,370
-40
| -0.6% | -$1.78K | 0.35% | 41 |
|
|
2022
Q2 | $312K | Sell |
6,410
-120
| -2% | -$5.84K | 0.36% | 40 |
|
|
2022
Q1 | $411K | Buy |
6,530
+3,280
| +101% | +$206K | 0.41% | 41 |
|
|
2021
Q4 | $217K | Buy |
+3,250
| New | +$217K | 0.22% | 44 |
|