Lockerman Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Sell |
3,050
-38
| -1% | -$10.5K | 1.13% | 20 |
|
|
2025
Q1 | $517K | Sell |
3,088
-210
| -6% | -$35.2K | 0.78% | 28 |
|
|
2024
Q4 | $765K | Sell |
3,298
-262
| -7% | -$60.7K | 1.3% | 17 |
|
|
2024
Q3 | $614K | Buy |
3,560
+310
| +10% | +$53.5K | 1.04% | 29 |
|
|
2024
Q2 | $522K | Buy |
3,250
+870
| +37% | +$140K | 0.95% | 31 |
|
|
2024
Q1 | $315K | Buy |
+2,380
| New | +$315K | 0.6% | 52 |
|
|
2023
Q3 | – | Sell |
-2,330
| Closed | -$202K | – | 80 |
|
|
2023
Q2 | $202K | Buy |
+2,330
| New | +$202K | 0.56% | 70 |
|