INVST’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $694K | Buy |
4,145
+1,054
| +34% | +$176K | 0.09% | 178 |
|
|
2024
Q4 | $717K | Buy |
3,091
+67
| +2% | +$15.5K | 0.09% | 145 |
|
|
2024
Q3 | $522K | Buy |
3,024
+84
| +3% | +$14.5K | 0.06% | 173 |
|
|
2024
Q2 | $482K | Buy |
2,940
+200
| +7% | +$32.8K | 0.05% | 168 |
|
|
2024
Q1 | $370K | Buy |
2,740
+40
| +1% | +$5.4K | 0.04% | 175 |
|
|
2023
Q4 | $330K | Buy |
+2,700
| New | +$330K | 0.04% | 175 |
|