Legacy Capital Group California’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
3,954
-165
-4% -$45.5K 0.3% 83
2025
Q1
$690K Buy
4,119
+142
+4% +$23.8K 0.24% 108
2024
Q4
$922K Sell
3,977
-40
-1% -$9.27K 0.28% 84
2024
Q3
$693K Sell
4,017
-53
-1% -$9.14K 0.23% 130
2024
Q2
$653K Sell
4,070
-970
-19% -$156K 0.24% 130
2024
Q1
$668K Sell
5,040
-1,950
-28% -$258K 0.25% 135
2023
Q4
$780K Sell
6,990
-1,780
-20% -$199K 0.3% 101
2023
Q3
$728K Buy
8,770
+60
+0.7% +$4.98K 0.31% 93
2023
Q2
$756K Sell
8,710
-5,720
-40% -$496K 0.31% 90
2023
Q1
$926K Buy
+14,430
New +$926K 0.45% 56