Peak Financial Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,283
| Closed | -$297K | – | 98 |
|
|
2024
Q4 | $297K | Sell |
1,283
-267
| -17% | -$61.9K | 0.09% | 75 |
|
|
2024
Q3 | $267K | Hold |
1,550
| – | – | 0.08% | 80 |
|
|
2024
Q2 | $249K | Sell |
1,550
-300
| -16% | -$48.2K | 0.08% | 79 |
|
|
2024
Q1 | $245K | Sell |
1,850
-300
| -14% | -$39.8K | 0.08% | 80 |
|
|
2023
Q4 | $240K | Buy |
+2,150
| New | +$240K | 0.08% | 71 |
|