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