Menard 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 | $5.35M | Buy |
19,427
+780
| +4% | +$215K | 3.18% | 6 |
|
|
2025
Q1 | $3.73M | Buy |
18,647
+4,297
| +30% | +$860K | 2.45% | 6 |
|
|
2024
Q4 | $3.33M | Sell |
14,350
-19
| -0.1% | -$4.41K | 2% | 7 |
|
|
2024
Q3 | $2.48M | Sell |
14,369
-1
| -0% | -$173 | 1.63% | 10 |
|
|
2024
Q2 | $2.31M | Buy |
14,370
+110
| +0.8% | +$17.7K | 1.65% | 10 |
|
|
2024
Q1 | $1.89M | Buy |
14,260
+2,740
| +24% | +$363K | 1.59% | 11 |
|
|
2023
Q4 | $1.29M | Buy |
11,520
+510
| +5% | +$56.9K | 1.6% | 15 |
|
|
2023
Q3 | $914K | Buy |
11,010
+3,780
| +52% | +$314K | 1.32% | 17 |
|
|
2023
Q2 | $627K | Buy |
7,230
+310
| +4% | +$26.9K | 1.29% | 21 |
|
|
2023
Q1 | $444K | Sell |
6,920
-1,470
| -18% | -$94.3K | 1.03% | 28 |
|
|
2022
Q4 | $469K | Buy |
8,390
+1,030
| +14% | +$57.6K | 1.12% | 22 |
|
|
2022
Q3 | $327K | Buy |
7,360
+2,680
| +57% | +$119K | 0.59% | 53 |
|
|
2022
Q2 | $227K | Sell |
4,680
-2,520
| -35% | -$122K | 0.37% | 77 |
|
|
2022
Q1 | $453K | Hold |
7,200
| – | – | 0.45% | 72 |
|
|
2021
Q4 | $479K | Sell |
7,200
-1,070
| -13% | -$71.2K | 0.39% | 74 |
|
|
2021
Q3 | $401K | Sell |
8,270
-70
| -0.8% | -$3.39K | 0.35% | 88 |
|
|
2021
Q2 | $398K | Buy |
8,340
+1,280
| +18% | +$61.1K | 0.38% | 80 |
|
|
2021
Q1 | $327K | Buy |
7,060
+320
| +5% | +$14.8K | 0.35% | 85 |
|
|
2020
Q4 | $295K | Buy |
+6,740
| New | +$295K | 0.32% | 96 |
|
|
2020
Q1 | – | Sell |
-6,710
| Closed | -$212K | – | 33 |
|
|
2019
Q4 | $212K | Buy |
+6,710
| New | +$212K | 0.2% | 118 |
|