LifeSteps 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 | $401K | Sell |
1,455
-140
| -9% | -$38.6K | 0.28% | 57 |
|
|
2025
Q1 | $267K | Sell |
1,595
-385
| -19% | -$64.5K | 0.22% | 71 |
|
|
2024
Q4 | $459K | Hold |
1,980
| – | – | 0.35% | 49 |
|
|
2024
Q3 | $342K | Buy |
1,980
+10
| +0.5% | +$1.73K | 0.27% | 57 |
|
|
2024
Q2 | $316K | Hold |
1,970
| – | – | 0.26% | 58 |
|
|
2024
Q1 | $261K | Hold |
1,970
| – | – | 0.2% | 68 |
|
|
2023
Q4 | $220K | Buy |
+1,970
| New | +$220K | 0.2% | 74 |
|