Kozak & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
6,779
+2
| +0% | +$556 | 0.38% | 18 |
|
|
2025
Q1 | $1.21M | Buy |
6,777
+930
| +16% | +$166K | 0.3% | 20 |
|
|
2024
Q4 | $1.36M | Buy |
5,847
+2,196
| +60% | +$511K | 0.31% | 20 |
|
|
2024
Q3 | $646K | Buy |
3,651
+21
| +0.6% | +$3.71K | 0.15% | 33 |
|
|
2024
Q2 | $627K | Buy |
3,630
+10
| +0.3% | +$1.73K | 0.15% | 31 |
|
|
2024
Q1 | $510K | Buy |
3,620
+380
| +12% | +$53.6K | 0.14% | 44 |
|
|
2023
Q4 | $361K | Buy |
3,240
+180
| +6% | +$20.1K | 0.11% | 54 |
|
|
2023
Q3 | $258K | Buy |
3,060
+140
| +5% | +$11.8K | 0.09% | 68 |
|
|
2023
Q2 | $256K | Buy |
2,920
+120
| +4% | +$10.5K | 0.1% | 75 |
|
|
2023
Q1 | $179K | Buy |
2,800
+130
| +5% | +$8.33K | 0.08% | 88 |
|
|
2022
Q4 | $149K | Hold |
2,670
| – | – | 0.07% | 91 |
|
|
2022
Q3 | $115K | Buy |
2,670
+750
| +39% | +$32.3K | 0.07% | 95 |
|
|
2022
Q2 | $93K | Hold |
1,920
| – | – | 0.06% | 111 |
|
|
2022
Q1 | $113K | Hold |
1,920
| – | – | 0.07% | 106 |
|
|
2021
Q4 | $113K | Sell |
1,920
-140
| -7% | -$8.24K | 0.07% | 106 |
|
|
2021
Q3 | $117K | Buy |
+2,060
| New | +$117K | 0.07% | 104 |
|