Howard Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.92M | Buy |
14,204
+12
| +0.1% | +$3.31K | 0.51% | 33 |
|
2025
Q1 | $2.38M | Buy |
14,192
+736
| +5% | +$123K | 0.32% | 40 |
|
2024
Q4 | $3.12M | Buy |
13,456
+2,293
| +21% | +$532K | 0.42% | 35 |
|
2024
Q3 | $1.93M | Buy |
11,163
+353
| +3% | +$60.9K | 0.28% | 43 |
|
2024
Q2 | $1.74M | Buy |
10,810
+200
| +2% | +$32.1K | 0.28% | 42 |
|
2024
Q1 | $1.41M | Sell |
10,610
-250
| -2% | -$33.1K | 0.24% | 47 |
|
2023
Q4 | $1.21M | Buy |
10,860
+250
| +2% | +$27.9K | 0.23% | 48 |
|
2023
Q3 | $881K | Buy |
10,610
+170
| +2% | +$14.1K | 0.2% | 56 |
|
2023
Q2 | $905K | Buy |
10,440
+120
| +1% | +$10.4K | 0.22% | 51 |
|
2023
Q1 | $662K | Buy |
10,320
+130
| +1% | +$8.34K | 0.16% | 58 |
|
2022
Q4 | $570K | Sell |
10,190
-2,340
| -19% | -$131K | 0.15% | 62 |
|
2022
Q3 | $556K | Buy |
+12,530
| New | +$556K | 0.18% | 58 |
|