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Legend Financial Advisors’s Broadcom AVGO Stock Holding History

Legend Financial Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$27.6K – 45
2025
Q2 		$27.6K Buy
+100
New +$21.7K 0.02% 77
2025
Q1 		– Sell
-100
Closed -$23.2K – 54
2024
Q4 		$23.2K Hold
100
– – 0.02% 79
2024
Q3 		$17.3K Sell
100
-70
-41% -$11.2K 0.01% 81
2024
Q2 		$27.3K Sell
170
-20
-11% -$2.8K 0.02% 86
2024
Q1 		$25.2K Buy
190
+80
+73% +$9.91K 0.02% 81
2023
Q4 		$12.3K Buy
110
+40
+57% +$3.79K 0.01% 114
2023
Q3 		$5.81K Sell
70
-180
-72% -$15.6K 0.01% 158
2023
Q2 		$21.7K Buy
250
+60
+32% +$4.28K 0.02% 98
2023
Q1 		$12.2K Sell
190
-60
-24% -$3.61K 0.01% 140
2022
Q4 		$14K Buy
250
+180
+257% +$9.03K 0.01% 140
2022
Q3 		$3.11K Buy
+70
New +$3.58K ﹤0.01% 195

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legend Financial Advisors's AVGO Position: Q3 2025 in Review

Legend Financial Advisors sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 100 shares — an estimated $27.6K sold.

Legend Financial Advisors first reported a position in AVGO in Q3 2022 and held it in 11 quarters. The position peaked at $27.6K in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Legend Financial Advisors reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 100 Broadcom shares in Q3 2025, an estimated $27.6K.
  • Legend Financial Advisors first reported a position in Broadcom in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Broadcom position peaked at $27.6K in Q2 2025.
  • 4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.