MPS Loria Financial Planners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
1,799
-15
| -0.8% | -$4.14K | 0.15% | 44 |
|
|
2025
Q1 | $304K | Buy |
1,814
+1
| +0.1% | +$167 | 0.09% | 62 |
|
|
2024
Q4 | $420K | Buy |
1,813
+2
| +0.1% | +$464 | 0.12% | 49 |
|
|
2024
Q3 | $312K | Buy |
1,811
+171
| +10% | +$29.5K | 0.09% | 61 |
|
|
2024
Q2 | $263K | Buy |
+1,640
| New | +$263K | 0.08% | 69 |
|
|
2021
Q2 | – | Sell |
-1,310
| Closed | -$60K | – | 133 |
|
|
2021
Q1 | $60K | Hold |
1,310
| – | – | 0.03% | 149 |
|
|
2020
Q4 | $56K | Buy |
+1,310
| New | +$56K | 0.03% | 152 |
|