Lantern Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
+6,306
| New | +$1.74M | 1.03% | 26 |
|
|
2024
Q4 | $1.57M | Sell |
6,787
-437
| -6% | -$101K | 1.02% | 27 |
|
|
2024
Q3 | $1.25M | Buy |
7,224
+4
| +0.1% | +$690 | 0.86% | 34 |
|
|
2024
Q2 | $1.16M | Buy |
7,220
+20
| +0.3% | +$3.21K | 0.84% | 37 |
|
|
2024
Q1 | $954K | Sell |
7,200
-1,130
| -14% | -$150K | 0.67% | 43 |
|
|
2023
Q4 | $930K | Buy |
+8,330
| New | +$930K | 0.73% | 38 |
|