Northwest 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 | – | Sell |
-2,031
| Closed | -$340K | – | 98 |
|
|
2025
Q1 | $340K | Buy |
2,031
+837
| +70% | +$140K | 0.28% | 80 |
|
|
2024
Q4 | $277K | Buy |
1,194
+2
| +0.2% | +$464 | 0.23% | 85 |
|
|
2024
Q3 | $206K | Sell |
1,192
-68
| -5% | -$11.7K | 0.16% | 97 |
|
|
2024
Q2 | $203K | Buy |
+1,260
| New | +$203K | 0.21% | 87 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$11.2K | – | 120 |
|
|
2023
Q4 | $11.2K | Buy |
+100
| New | +$11.2K | 0.01% | 365 |
|