Meridian Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
+940
| New | +$259K | 0.17% | 103 |
|
|
2025
Q1 | – | Sell |
-1,040
| Closed | -$241K | – | 122 |
|
|
2024
Q4 | $241K | Sell |
1,040
-600
| -37% | -$139K | 0.17% | 102 |
|
|
2024
Q3 | $283K | Sell |
1,640
-220
| -12% | -$38K | 0.19% | 100 |
|
|
2024
Q2 | $299K | Sell |
1,860
-70
| -4% | -$11.2K | 0.22% | 91 |
|
|
2024
Q1 | $256K | Sell |
1,930
-100
| -5% | -$13.3K | 0.19% | 102 |
|
|
2023
Q4 | $227K | Buy |
+2,030
| New | +$227K | 0.18% | 100 |
|
|
2022
Q1 | – | Sell |
-3,750
| Closed | -$250K | – | 92 |
|
|
2021
Q4 | $250K | Buy |
+3,750
| New | +$250K | 0.23% | 82 |
|