Paladin Advisory 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 | $1.37M | Sell |
4,979
-211
| -4% | -$58.2K | 1.05% | 32 |
|
|
2025
Q1 | $869K | Hold |
5,190
| – | – | 0.7% | 39 |
|
|
2024
Q4 | $1.2M | Hold |
5,190
| – | – | 0.92% | 34 |
|
|
2024
Q3 | $895K | Sell |
5,190
-490
| -9% | -$84.5K | 0.66% | 39 |
|
|
2024
Q2 | $932K | Hold |
5,680
| – | – | 0.73% | 37 |
|
|
2024
Q1 | $767K | Hold |
5,680
| – | – | 0.61% | 38 |
|
|
2023
Q4 | $634K | Hold |
5,680
| – | – | 0.52% | 39 |
|
|
2023
Q3 | $472K | Hold |
5,680
| – | – | 0.4% | 47 |
|
|
2023
Q2 | $493K | Hold |
5,680
| – | – | 0.4% | 50 |
|
|
2023
Q1 | $364K | Buy |
+5,680
| New | +$364K | 0.3% | 62 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 24 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 24 |
|
|
2022
Q2 | – | Sell |
-5,980
| Closed | -$374K | – | 24 |
|
|
2022
Q1 | $374K | Buy |
+5,980
| New | +$374K | 0.3% | 59 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 23 |
|