Northern Financial 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 | $4.38M | Buy |
15,880
+30
| +0.2% | +$8.27K | 3.29% | 4 |
|
|
2025
Q1 | $2.65M | Hold |
15,850
| – | – | 2.19% | 10 |
|
|
2024
Q4 | $3.67M | Sell |
15,850
-302
| -2% | -$70K | 2.94% | 6 |
|
|
2024
Q3 | $2.79M | Sell |
16,152
-558
| -3% | -$96.3K | 2.11% | 8 |
|
|
2024
Q2 | $2.68M | Sell |
16,710
-3,190
| -16% | -$512K | 2.15% | 9 |
|
|
2024
Q1 | $2.64M | Sell |
19,900
-620
| -3% | -$82.2K | 2.06% | 8 |
|
|
2023
Q4 | $2.29M | Buy |
20,520
+230
| +1% | +$25.7K | 1.93% | 7 |
|
|
2023
Q3 | $1.69M | Sell |
20,290
-620
| -3% | -$51.5K | 1.54% | 10 |
|
|
2023
Q2 | $1.81M | Buy |
20,910
+550
| +3% | +$47.7K | 1.6% | 10 |
|
|
2023
Q1 | $1.31M | Buy |
+20,360
| New | +$1.31M | 1.23% | 17 |
|