Personal CFO Solutions’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
10,653
+792
| +8% | +$218K | 0.54% | 32 |
|
|
2025
Q1 | $1.65M | Sell |
9,861
-806
| -8% | -$135K | 0.34% | 57 |
|
|
2024
Q4 | $2.47M | Sell |
10,667
-378
| -3% | -$87.6K | 0.49% | 38 |
|
|
2024
Q3 | $1.91M | Buy |
11,045
+985
| +10% | +$170K | 0.27% | 74 |
|
|
2024
Q2 | $1.61M | Buy |
10,060
+990
| +11% | +$159K | 0.25% | 76 |
|
|
2024
Q1 | $1.2M | Sell |
9,070
-1,980
| -18% | -$262K | 0.19% | 103 |
|
|
2023
Q4 | $1.23M | Buy |
11,050
+520
| +5% | +$58K | 0.21% | 90 |
|
|
2023
Q3 | $875K | Buy |
10,530
+80
| +0.8% | +$6.65K | 0.17% | 115 |
|
|
2023
Q2 | $906K | Sell |
10,450
-630
| -6% | -$54.6K | 0.18% | 111 |
|
|
2023
Q1 | $711K | Buy |
11,080
+180
| +2% | +$11.5K | 0.15% | 136 |
|
|
2022
Q4 | $609K | Buy |
10,900
+980
| +10% | +$54.8K | 0.13% | 161 |
|
|
2022
Q3 | $440K | Sell |
9,920
-400
| -4% | -$17.7K | 0.11% | 172 |
|
|
2022
Q2 | $501K | Buy |
10,320
+400
| +4% | +$19.4K | 0.12% | 155 |
|
|
2022
Q1 | $625K | Sell |
9,920
-280
| -3% | -$17.6K | 0.12% | 156 |
|
|
2021
Q4 | $679K | Sell |
10,200
-480
| -4% | -$32K | 0.13% | 157 |
|
|
2021
Q3 | $518K | Sell |
10,680
-300
| -3% | -$14.6K | 0.11% | 183 |
|
|
2021
Q2 | $523K | Buy |
10,980
+330
| +3% | +$15.7K | 0.11% | 180 |
|
|
2021
Q1 | $494K | Sell |
10,650
-120
| -1% | -$5.57K | 0.11% | 177 |
|
|
2020
Q4 | $471K | Buy |
10,770
+570
| +6% | +$24.9K | 0.12% | 173 |
|
|
2020
Q3 | $0 | Sell |
10,200
-150
| -1% | – | ﹤0.01% | 148 |
|
|
2020
Q2 | $327K | Buy |
+10,350
| New | +$327K | 0.1% | 198 |
|
|
2020
Q1 | – | Sell |
-6,830
| Closed | -$216K | – | 284 |
|
|
2019
Q4 | $216K | Sell |
6,830
-15,810
| -70% | -$500K | 0.06% | 301 |
|
|
2019
Q3 | $624K | Buy |
+22,640
| New | +$624K | 0.25% | 100 |
|