Lee, Danner & Bass’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,824
-160
| -4% | -$44.1K | 0.08% | 130 |
|
|
2025
Q1 | $667K | Hold |
3,984
| – | – | 0.05% | 153 |
|
|
2024
Q4 | $924K | Buy |
3,984
+1,294
| +48% | +$300K | 0.07% | 136 |
|
|
2024
Q3 | $464K | Hold |
2,690
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $432K | Buy |
+2,690
| New | +$432K | 0.03% | 173 |
|
|
2023
Q4 | $300K | Hold |
2,690
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $223K | Hold |
2,690
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $233K | Buy |
+2,690
| New | +$233K | 0.02% | 189 |
|