Oxford Financial 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 | $2.85M | Buy |
10,322
+3,091
| +43% | +$852K | 0.17% | 45 |
|
|
2025
Q1 | $1.21M | Sell |
7,231
-174
| -2% | -$29.1K | 0.08% | 69 |
|
|
2024
Q4 | $1.72M | Sell |
7,405
-239
| -3% | -$55.4K | 0.11% | 60 |
|
|
2024
Q3 | $1.32M | Sell |
7,644
-1,986
| -21% | -$343K | 0.08% | 74 |
|
|
2024
Q2 | $1.55M | Buy |
9,630
+1,730
| +22% | +$278K | 0.1% | 70 |
|
|
2024
Q1 | $1.05M | Buy |
7,900
+110
| +1% | +$14.6K | 0.07% | 78 |
|
|
2023
Q4 | $870K | Buy |
7,790
+880
| +13% | +$98.2K | 0.06% | 92 |
|
|
2023
Q3 | $574K | Sell |
6,910
-3,250
| -32% | -$270K | 0.05% | 110 |
|
|
2023
Q2 | $881K | Buy |
10,160
+5,310
| +109% | +$461K | 0.08% | 82 |
|
|
2023
Q1 | $311K | Buy |
4,850
+80
| +2% | +$5.13K | 0.03% | 145 |
|
|
2022
Q4 | $267K | Buy |
+4,770
| New | +$267K | 0.03% | 169 |
|
|
2020
Q2 | – | Sell |
-12,000
| Closed | -$285K | – | 190 |
|
|
2020
Q1 | $285K | Buy |
+12,000
| New | +$285K | 0.06% | 122 |
|