Lipe & Dalton’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $93K | Hold |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $181K | Hold |
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|
2024
Q2 | $169K | Hold |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $87K | Hold |
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|
2023
Q2 | $91K | Sell |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $89K | Sell |
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|
2022
Q3 | $78K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $110K | Sell |
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|
2021
Q4 | $166K | Hold |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | $95K | Hold |
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|
2021
Q1 | $93K | Buy |
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