Petra 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 | $1.46M | Buy |
5,302
+2,958
| +126% | +$815K | 0.93% | 28 |
|
2025
Q1 | $392K | Sell |
2,344
-8,052
| -77% | -$1.35M | 0.32% | 71 |
|
2024
Q4 | $2.41M | Buy |
10,396
+38
| +0.4% | +$8.81K | 1.64% | 13 |
|
2024
Q3 | $1.79M | Sell |
10,358
-92
| -0.9% | -$15.9K | 1.18% | 19 |
|
2024
Q2 | $1.68M | Buy |
10,450
+280
| +3% | +$45K | 1.21% | 22 |
|
2024
Q1 | $1.33M | Buy |
10,170
+370
| +4% | +$48.5K | 0.98% | 32 |
|
2023
Q4 | $1.09M | Sell |
9,800
-590
| -6% | -$65.8K | 0.91% | 34 |
|
2023
Q3 | $863K | Buy |
+10,390
| New | +$863K | 0.72% | 40 |
|