Householder Group Estate & Retirement Specialist’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$373K Sell
1,609
-6,138
-79% -$1.42M 0.28% 56
2024
Q3
$1.34M Buy
7,747
+357
+5% +$61.6K 0.39% 51
2024
Q2
$1.19M Buy
7,390
+1,530
+26% +$246K 0.33% 67
2024
Q1
$777K Sell
5,860
-680
-10% -$90.2K 0.23% 92
2023
Q4
$730K Buy
6,540
+980
+18% +$109K 0.24% 85
2023
Q3
$462K Buy
+5,560
New +$462K 0.17% 111
2023
Q1
$187K Buy
2,910
+410
+16% +$26.3K 0.07% 205
2022
Q4
$139K Sell
2,500
-170
-6% -$9.45K 0.21% 56
2022
Q3
$118K Buy
+2,670
New +$118K 0.05% 242