Leeward Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
12,518
+3,411
| +37% | +$940K | 1.09% | 31 |
|
|
2025
Q1 | $1.52M | Sell |
9,107
-1,636
| -15% | -$274K | 0.57% | 46 |
|
|
2024
Q4 | $2.49M | Sell |
10,743
-6,292
| -37% | -$1.46M | 0.89% | 34 |
|
|
2024
Q3 | $2.94M | Buy |
17,035
+1,685
| +11% | +$291K | 1.11% | 32 |
|
|
2024
Q2 | $2.46M | Buy |
15,350
+13,750
| +859% | +$2.21M | 1% | 33 |
|
|
2024
Q1 | $212K | Buy |
+1,600
| New | +$212K | 0.09% | 89 |
|