Optimist Retirement Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
10,524
-10
| -0.1% | -$2.76K | 1.39% | 12 |
|
|
2025
Q1 | $1.76M | Sell |
10,534
-4,040
| -28% | -$676K | 0.88% | 42 |
|
|
2024
Q4 | $3.38M | Sell |
14,574
-1,138
| -7% | -$264K | 1.6% | 12 |
|
|
2024
Q3 | $2.71M | Sell |
15,712
-758
| -5% | -$131K | 1.22% | 15 |
|
|
2024
Q2 | $2.65M | Sell |
16,470
-4,570
| -22% | -$734K | 1.39% | 10 |
|
|
2024
Q1 | $2.79M | Sell |
21,040
-7,890
| -27% | -$1.05M | 1.43% | 10 |
|
|
2023
Q4 | $3.23M | Buy |
+28,930
| New | +$3.23M | 2.1% | 9 |
|