Lee 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 | $6.46M | Buy |
23,449
+1,466
| +7% | +$404K | 0.93% | 17 |
|
|
2025
Q1 | $3.68M | Sell |
21,983
-2,837
| -11% | -$475K | 0.56% | 20 |
|
|
2024
Q4 | $5.75M | Sell |
24,820
-295
| -1% | -$68.4K | 0.81% | 17 |
|
|
2024
Q3 | $4.33M | Buy |
25,115
+1,305
| +5% | +$225K | 0.62% | 20 |
|
|
2024
Q2 | $3.82M | Buy |
23,810
+20
| +0.1% | +$3.21K | 0.62% | 20 |
|
|
2024
Q1 | $3.15M | Sell |
23,790
-4,540
| -16% | -$602K | 0.53% | 21 |
|
|
2023
Q4 | $3.16M | Buy |
28,330
+70
| +0.2% | +$7.81K | 0.55% | 21 |
|
|
2023
Q3 | $2.35M | Sell |
28,260
-1,600
| -5% | -$133K | 0.44% | 25 |
|
|
2023
Q2 | $2.59M | Sell |
29,860
-15,590
| -34% | -$1.35M | 0.45% | 25 |
|
|
2023
Q1 | $2.92M | Sell |
45,450
-5,790
| -11% | -$371K | 0.5% | 25 |
|
|
2022
Q4 | $2.86M | Buy |
51,240
+270
| +0.5% | +$15.1K | 0.49% | 24 |
|
|
2022
Q3 | $2.26M | Buy |
50,970
+1,800
| +4% | +$79.9K | 0.42% | 28 |
|
|
2022
Q2 | $2.39M | Buy |
49,170
+90
| +0.2% | +$4.37K | 0.44% | 29 |
|
|
2022
Q1 | $3.09M | Sell |
49,080
-7,100
| -13% | -$447K | 0.55% | 25 |
|
|
2021
Q4 | $3.74M | Sell |
56,180
-7,740
| -12% | -$515K | 0.7% | 23 |
|
|
2021
Q3 | $3.1M | Buy |
63,920
+140
| +0.2% | +$6.79K | 0.64% | 24 |
|
|
2021
Q2 | $3.04M | Sell |
63,780
-1,470
| -2% | -$70.1K | 0.65% | 25 |
|
|
2021
Q1 | $3.03M | Sell |
65,250
-2,280
| -3% | -$106K | 0.72% | 23 |
|
|
2020
Q4 | $2.96M | Buy |
67,530
+100
| +0.1% | +$4.38K | 0.77% | 22 |
|
|
2020
Q3 | $2.46M | Sell |
67,430
-150
| -0.2% | -$5.47K | 0.69% | 24 |
|
|
2020
Q2 | $2.13M | Sell |
67,580
-1,320
| -2% | -$41.7K | 0.59% | 28 |
|
|
2020
Q1 | $1.63M | Buy |
68,900
+16,140
| +31% | +$383K | 0.54% | 30 |
|
|
2019
Q4 | $1.67M | Buy |
52,760
+380
| +0.7% | +$12K | 0.36% | 37 |
|
|
2019
Q3 | $1.45M | Buy |
52,380
+550
| +1% | +$15.2K | 0.33% | 42 |
|
|
2019
Q2 | $1.49M | Sell |
51,830
-390
| -0.7% | -$11.2K | 0.34% | 39 |
|
|
2019
Q1 | $1.57M | Buy |
52,220
+120
| +0.2% | +$3.61K | 0.37% | 36 |
|
|
2018
Q4 | $1.33M | Sell |
52,100
-1,330
| -2% | -$33.8K | 0.36% | 41 |
|
|
2018
Q3 | $1.32M | Sell |
53,430
-850
| -2% | -$21K | 0.32% | 42 |
|
|
2018
Q2 | $1.32M | Buy |
54,280
+3,020
| +6% | +$73.3K | 0.31% | 49 |
|
|
2018
Q1 | $1.21M | Buy |
+51,260
| New | +$1.21M | 0.31% | 50 |
|