Legend Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.6K | Buy |
+100
| New | +$27.6K | 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% | -$12.1K | 0.01% | 81 |
|
2024
Q2 | $27.3K | Sell |
170
-20
| -11% | -$3.21K | 0.02% | 86 |
|
2024
Q1 | $25.2K | Buy |
190
+80
| +73% | +$10.6K | 0.02% | 81 |
|
2023
Q4 | $12.3K | Buy |
110
+40
| +57% | +$4.47K | 0.01% | 114 |
|
2023
Q3 | $5.81K | Sell |
70
-180
| -72% | -$15K | 0.01% | 158 |
|
2023
Q2 | $21.7K | Buy |
250
+60
| +32% | +$5.21K | 0.02% | 98 |
|
2023
Q1 | $12.2K | Sell |
190
-60
| -24% | -$3.85K | 0.01% | 140 |
|
2022
Q4 | $14K | Buy |
250
+180
| +257% | +$10.1K | 0.01% | 140 |
|
2022
Q3 | $3.11K | Buy |
+70
| New | +$3.11K | ﹤0.01% | 195 |
|