Patrick M. Sweeney & Associates’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
4,866
+196
+4% +$53.9K 0.92% 21
2025
Q1
$782K Buy
4,670
+76
+2% +$12.7K 0.58% 40
2024
Q4
$1.07M Sell
4,594
-5
-0.1% -$1.16K 0.8% 27
2024
Q3
$793K Buy
4,599
+49
+1% +$8.45K 0.58% 42
2024
Q2
$730K Buy
4,550
+20
+0.4% +$3.21K 0.59% 41
2024
Q1
$600K Hold
4,530
0.49% 48
2023
Q4
$505K Buy
+4,530
New +$505K 0.46% 53