Lantz Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
3,283
+46
| +1% | +$12.7K | 0.23% | 105 |
|
|
2025
Q1 | $542K | Buy |
3,237
+673
| +26% | +$113K | 0.15% | 134 |
|
|
2024
Q4 | $594K | Sell |
2,564
-65
| -2% | -$15.1K | 0.16% | 124 |
|
|
2024
Q3 | $454K | Buy |
2,629
+609
| +30% | +$105K | 0.12% | 146 |
|
|
2024
Q2 | $324K | Sell |
2,020
-250
| -11% | -$40.1K | 0.1% | 158 |
|
|
2024
Q1 | $301K | Sell |
2,270
-110
| -5% | -$14.6K | 0.1% | 165 |
|
|
2023
Q4 | $266K | Buy |
+2,380
| New | +$266K | 0.1% | 169 |
|