Lifeworks 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 | $1.41M | Sell |
5,119
-13,979
| -73% | -$3.85M | 0.21% | 104 |
|
|
2025
Q1 | $3.2M | Sell |
19,098
-2,229
| -10% | -$373K | 0.53% | 52 |
|
|
2024
Q4 | $4.94M | Buy |
21,327
+499
| +2% | +$116K | 0.89% | 30 |
|
|
2024
Q3 | $3.59M | Buy |
20,828
+4,488
| +27% | +$774K | 0.71% | 39 |
|
|
2024
Q2 | $2.62M | Sell |
16,340
-1,800
| -10% | -$289K | 0.73% | 39 |
|
|
2024
Q1 | $2.4M | Sell |
18,140
-1,610
| -8% | -$213K | 0.67% | 45 |
|
|
2023
Q4 | $2.2M | Buy |
19,750
+590
| +3% | +$65.9K | 0.76% | 40 |
|
|
2023
Q3 | $1.59M | Sell |
19,160
-4,500
| -19% | -$374K | 0.62% | 50 |
|
|
2023
Q2 | $2.05M | Buy |
23,660
+1,490
| +7% | +$129K | 0.87% | 36 |
|
|
2023
Q1 | $1.42M | Sell |
22,170
-4,270
| -16% | -$274K | 0.67% | 48 |
|
|
2022
Q4 | $1.48M | Buy |
26,440
+970
| +4% | +$54.2K | 0.83% | 43 |
|
|
2022
Q3 | $1.2M | Buy |
25,470
+6,380
| +33% | +$300K | 0.68% | 49 |
|
|
2022
Q2 | $927K | Sell |
19,090
-1,620
| -8% | -$78.7K | 0.59% | 55 |
|
|
2022
Q1 | $1.3M | Buy |
20,710
+10,070
| +95% | +$634K | 0.86% | 36 |
|
|
2021
Q4 | $708K | Buy |
+10,640
| New | +$708K | 0.56% | 55 |
|