Lifestyle Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $746K | Sell |
2,707
-188
| -6% | -$51.8K | 0.35% | 64 |
|
2025
Q1 | $485K | Sell |
2,895
-2,296
| -44% | -$384K | 0.27% | 57 |
|
2024
Q4 | $1.2M | Buy |
5,191
+42
| +0.8% | +$9.74K | 0.66% | 32 |
|
2024
Q3 | $888K | Buy |
5,149
+289
| +6% | +$49.9K | 0.49% | 49 |
|
2024
Q2 | $780K | Sell |
4,860
-30
| -0.6% | -$4.82K | 0.45% | 51 |
|
2024
Q1 | $648K | Sell |
4,890
-820
| -14% | -$109K | 0.38% | 52 |
|
2023
Q4 | $637K | Sell |
5,710
-460
| -7% | -$51.3K | 0.35% | 52 |
|
2023
Q3 | $512K | Buy |
6,170
+2,420
| +65% | +$201K | 0.31% | 49 |
|
2023
Q2 | $325K | Sell |
3,750
-570
| -13% | -$49.4K | 0.2% | 48 |
|
2023
Q1 | $277K | Buy |
4,320
+280
| +7% | +$18K | 0.19% | 48 |
|
2022
Q4 | $226K | Buy |
+4,040
| New | +$226K | 0.18% | 58 |
|