Horizon Family Wealth’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 | $1.02M | Sell |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $813K | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $913K | Buy |
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|
2024
Q2 | $839K | Buy |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $715K | Buy |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $514K | Sell |
|
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $217K | Buy |
|