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Operose Advisors’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.38M Buy
12,264
+129
+1% +$35.6K 0.95% 14
2025
Q1
$2.03M Buy
12,135
+139
+1% +$23.3K 0.67% 22
2024
Q4
$2.78M Buy
11,996
+5,581
+87% +$1.29M 0.95% 15
2024
Q3
$1.11M Buy
6,415
+5,782
+913% +$997K 0.36% 38
2024
Q2
$1.02M Sell
633
-25
-4% -$40.1K 0.36% 37
2024
Q1
$872K Buy
658
+560
+571% +$742K 0.29% 43
2023
Q4
$109K Sell
98
-80
-45% -$89.3K 0.04% 149
2023
Q3
$148K Buy
+178
New +$148K 0.06% 166