Pathway Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
2,960
-5,660
| -66% | -$1.56M | 0.12% | 65 |
|
|
2025
Q1 | $1.44M | Sell |
8,620
-50
| -0.6% | -$8.37K | 0.26% | 45 |
|
|
2024
Q4 | $2.01M | Sell |
8,670
-50
| -0.6% | -$11.6K | 0.46% | 33 |
|
|
2024
Q3 | $1.5M | Sell |
8,720
-610
| -7% | -$105K | 0.39% | 37 |
|
|
2024
Q2 | $1.5M | Hold |
9,330
| – | – | 0.4% | 36 |
|
|
2024
Q1 | $1.24M | Hold |
9,330
| – | – | 0.33% | 40 |
|
|
2023
Q4 | $1.04M | Buy |
9,330
+930
| +11% | +$104K | 0.3% | 43 |
|
|
2023
Q3 | $698K | Buy |
8,400
+2,270
| +37% | +$189K | 0.24% | 49 |
|
|
2023
Q2 | $532K | Hold |
6,130
| – | – | 0.17% | 63 |
|
|
2023
Q1 | $393K | Hold |
6,130
| – | – | 0.13% | 81 |
|
|
2022
Q4 | $343K | Hold |
6,130
| – | – | 0.11% | 83 |
|
|
2022
Q3 | $272K | Hold |
6,130
| – | – | 0.09% | 101 |
|
|
2022
Q2 | $298K | Hold |
6,130
| – | – | 0.12% | 93 |
|
|
2022
Q1 | $386K | Hold |
6,130
| – | – | 0.14% | 84 |
|
|
2021
Q4 | $359K | Buy |
+6,130
| New | +$359K | 0.13% | 87 |
|
|
2021
Q1 | $279K | Hold |
6,130
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $288K | Hold |
6,130
| – | – | 0.12% | 85 |
|
|
2020
Q3 | $226K | Sell |
6,130
-490
| -7% | -$18.1K | 0.09% | 91 |
|
|
2020
Q2 | $209K | Buy |
+6,620
| New | +$209K | 0.06% | 91 |
|
|
2020
Q1 | – | Sell |
-6,620
| Closed | -$204K | – | 100 |
|
|
2019
Q4 | $204K | Hold |
6,620
| – | – | 0.06% | 124 |
|
|
2019
Q3 | $207K | Buy |
+6,620
| New | +$207K | 0.06% | 102 |
|
|
2018
Q3 | – | Sell |
-6,130
| Closed | -$149K | – | 116 |
|
|
2018
Q2 | $149K | Hold |
6,130
| – | – | 0.09% | 117 |
|
|
2018
Q1 | $144K | Hold |
6,130
| – | – | 0.08% | 117 |
|
|
2017
Q4 | $157K | Buy |
+6,130
| New | +$157K | 0.09% | 107 |
|