Occidental Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
2,819
-329
| -10% | -$90.7K | 0.11% | 121 |
|
|
2025
Q1 | $527K | Buy |
3,148
+438
| +16% | +$73.3K | 0.08% | 132 |
|
|
2024
Q4 | $628K | Sell |
2,710
-861
| -24% | -$200K | 0.1% | 125 |
|
|
2024
Q3 | $616K | Buy |
3,571
+901
| +34% | +$155K | 0.1% | 128 |
|
|
2024
Q2 | $429K | Buy |
2,670
+40
| +2% | +$6.42K | 0.08% | 142 |
|
|
2024
Q1 | $349K | Buy |
2,630
+640
| +32% | +$84.8K | 0.07% | 147 |
|
|
2023
Q4 | $222K | Buy |
+1,990
| New | +$222K | 0.05% | 191 |
|