Lipe & Dalton’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
454
-100
| -18% | -$27.5K | 0.07% | 77 |
|
|
2025
Q1 | $93K | Hold |
554
| – | – | 0.05% | 82 |
|
|
2024
Q4 | $128K | Sell |
554
-496
| -47% | -$115K | 0.07% | 81 |
|
|
2024
Q3 | $181K | Hold |
1,050
| – | – | 0.09% | 84 |
|
|
2024
Q2 | $169K | Hold |
1,050
| – | – | 0.09% | 83 |
|
|
2024
Q1 | $139K | Hold |
1,050
| – | – | 0.07% | 86 |
|
|
2023
Q4 | $117K | Hold |
1,050
| – | – | 0.06% | 87 |
|
|
2023
Q3 | $87K | Hold |
1,050
| – | – | 0.05% | 89 |
|
|
2023
Q2 | $91K | Sell |
1,050
-550
| -34% | -$47.7K | 0.05% | 89 |
|
|
2023
Q1 | $103K | Hold |
1,600
| – | – | 0.06% | 87 |
|
|
2022
Q4 | $89K | Sell |
1,600
-150
| -9% | -$8.34K | 0.05% | 88 |
|
|
2022
Q3 | $78K | Buy |
+1,750
| New | +$78K | 0.05% | 88 |
|
|
2022
Q2 | – | Sell |
-1,750
| Closed | -$110K | – | 99 |
|
|
2022
Q1 | $110K | Sell |
1,750
-750
| -30% | -$47.1K | 0.05% | 88 |
|
|
2021
Q4 | $166K | Hold |
2,500
| – | – | 0.08% | 83 |
|
|
2021
Q3 | $121K | Buy |
2,500
+500
| +25% | +$24.2K | 0.06% | 85 |
|
|
2021
Q2 | $95K | Hold |
2,000
| – | – | 0.05% | 89 |
|
|
2021
Q1 | $93K | Buy |
+2,000
| New | +$93K | 0.05% | 84 |
|