Lockerman Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$957K Sell
2025
Q2
$841K Sell
2025
Q1
$517K Sell
2024
Q4
$765K Sell
2024
Q3
$614K Buy
2024
Q2
$522K Buy
2024
Q1
$315K Buy
2023
Q3
Sell
2023
Q2
$202K Buy