Mosaic 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 | $2.03M | Sell |
7,355
-109
| -1% | -$30K | 1.55% | 12 |
|
|
2025
Q1 | $1.25M | Sell |
7,464
-197
| -3% | -$33K | 1.02% | 25 |
|
|
2024
Q4 | $1.78M | Sell |
7,661
-99
| -1% | -$23K | 1.27% | 17 |
|
|
2024
Q3 | $1.34M | Buy |
7,760
+290
| +4% | +$50K | 0.95% | 26 |
|
|
2024
Q2 | $1.2M | Sell |
7,470
-270
| -3% | -$43.3K | 0.86% | 32 |
|
|
2024
Q1 | $1.03M | Buy |
+7,740
| New | +$1.03M | 0.82% | 34 |
|