M3 Advisory 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 | $1.55M | Buy |
5,633
+497
| +10% | +$137K | 1.07% | 23 |
|
|
2025
Q1 | $860K | Sell |
5,136
-1,764
| -26% | -$295K | 0.68% | 29 |
|
|
2024
Q4 | $1.6M | Buy |
6,900
+57
| +0.8% | +$13.2K | 1.15% | 21 |
|
|
2024
Q3 | $1.18M | Buy |
6,843
+1,723
| +34% | +$297K | 0.87% | 25 |
|
|
2024
Q2 | $823K | Buy |
5,120
+1,190
| +30% | +$191K | 0.68% | 30 |
|
|
2024
Q1 | $521K | Buy |
3,930
+1,660
| +73% | +$220K | 0.47% | 45 |
|
|
2023
Q4 | $253K | Buy |
+2,270
| New | +$253K | 0.3% | 79 |
|