Lutz Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
1,165
-54
| -4% | -$14.9K | 0.02% | 83 |
|
|
2025
Q1 | $204K | Buy |
1,219
+93
| +8% | +$15.6K | 0.02% | 94 |
|
|
2024
Q4 | $261K | Sell |
1,126
-228
| -17% | -$52.9K | 0.02% | 84 |
|
|
2024
Q3 | $234K | Sell |
1,354
-46
| -3% | -$7.94K | 0.02% | 83 |
|
|
2024
Q2 | $225K | Sell |
1,400
-950
| -40% | -$153K | 0.02% | 84 |
|
|
2024
Q1 | $311K | Buy |
2,350
+40
| +2% | +$5.3K | 0.03% | 76 |
|
|
2023
Q4 | $258K | Sell |
2,310
-150
| -6% | -$16.7K | 0.02% | 78 |
|
|
2023
Q3 | $204K | Buy |
+2,460
| New | +$204K | 0.02% | 81 |
|