PAX 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 | $1.08M | Sell |
3,907
-1,919
| -33% | -$529K | 0.21% | 85 |
|
|
2025
Q1 | $975K | Sell |
5,826
-5,021
| -46% | -$841K | 0.17% | 105 |
|
|
2024
Q4 | $2.51M | Buy |
10,847
+5,727
| +112% | +$1.33M | 0.45% | 54 |
|
|
2024
Q3 | $883K | Buy |
5,120
+910
| +22% | +$157K | 0.16% | 113 |
|
|
2024
Q2 | $676K | Buy |
4,210
+1,910
| +83% | +$307K | 0.13% | 139 |
|
|
2024
Q1 | $305K | Buy |
2,300
+330
| +17% | +$43.7K | 0.06% | 198 |
|
|
2023
Q4 | $251K | Buy |
+1,970
| New | +$251K | 0.05% | 201 |
|
|
2020
Q4 | – | Sell |
-10,790
| Closed | -$393K | – | 131 |
|
|
2020
Q3 | $393K | Buy |
10,790
+770
| +8% | +$28K | 0.14% | 106 |
|
|
2020
Q2 | $316K | Buy |
10,020
+2,030
| +25% | +$64K | 0.12% | 105 |
|
|
2020
Q1 | $212K | Buy |
+7,990
| New | +$212K | 0.09% | 107 |
|