Mosaic Family Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
1,866
+52
| +3% | +$14.3K | 0.07% | 132 |
|
|
2025
Q1 | $304K | Buy |
1,814
+27
| +2% | +$4.52K | 0.04% | 169 |
|
|
2024
Q4 | $414K | Sell |
1,787
-223
| -11% | -$51.7K | 0.06% | 139 |
|
|
2024
Q3 | $347K | Buy |
2,010
+440
| +28% | +$75.9K | 0.05% | 149 |
|
|
2024
Q2 | $252K | Sell |
1,570
-40
| -2% | -$6.41K | 0.04% | 170 |
|
|
2024
Q1 | $213K | Buy |
+1,610
| New | +$213K | 0.04% | 193 |
|