LRI Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
18,984
-1,242
| -6% | -$342K | 0.44% | 25 |
|
|
2025
Q1 | $3.39M | Sell |
20,226
-1,069
| -5% | -$179K | 0.33% | 36 |
|
|
2024
Q4 | $4.94M | Sell |
21,295
-93
| -0.4% | -$21.6K | 0.48% | 18 |
|
|
2024
Q3 | $3.64M | Buy |
21,388
+508
| +2% | +$86.6K | 0.35% | 25 |
|
|
2024
Q2 | $3.35M | Buy |
20,880
+17,460
| +511% | +$2.8M | 0.38% | 21 |
|
|
2024
Q1 | $453K | Buy |
+3,420
| New | +$453K | 0.11% | 79 |
|