Navis Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
2,149
-67
| -3% | -$18.5K | 0.5% | 44 |
|
|
2025
Q1 | $371K | Sell |
2,216
-67
| -3% | -$11.2K | 0.36% | 61 |
|
|
2024
Q4 | $529K | Sell |
2,283
-41
| -2% | -$9.51K | 0.58% | 43 |
|
|
2024
Q3 | $401K | Buy |
2,324
+104
| +5% | +$17.9K | 0.43% | 52 |
|
|
2024
Q2 | $356K | Buy |
2,220
+400
| +22% | +$64.2K | 0.41% | 57 |
|
|
2024
Q1 | $241K | Hold |
1,820
| – | – | 0.29% | 82 |
|
|
2023
Q4 | $203K | Buy |
+1,820
| New | +$203K | 0.27% | 84 |
|