Live Oak Investment Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$838K Sell
3,039
-1,304
-30% -$359K 0.64% 42
2025
Q1
$727K Buy
+4,343
New +$727K 0.57% 50
2024
Q4
Hold
0
-$815K 33
2024
Q3
Hold
0
-$726K 43
2024
Q2
Hold
0
46
2023
Q4
Hold
0
-$547K 42
2023
Q3
Hold
0
-$571K 57
2023
Q2
Hold
0
-$422K 56
2023
Q1
Hold
0
-$330K 66
2022
Q4
Hold
0
75