PFW 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 | $1.09M | Sell |
3,958
-1,588
| -29% | -$438K | 0.34% | 58 |
|
|
2025
Q1 | $929K | Buy |
5,546
+257
| +5% | +$43K | 0.29% | 67 |
|
|
2024
Q4 | $1.23M | Buy |
+5,289
| New | +$1.23M | 0.38% | 52 |
|
|
2024
Q2 | $836K | Sell |
5,210
-140
| -3% | -$22.5K | 0.27% | 71 |
|
|
2024
Q1 | $709K | Sell |
5,350
-140
| -3% | -$18.6K | 0.22% | 78 |
|
|
2023
Q4 | $613K | Buy |
5,490
+900
| +20% | +$100K | 0.2% | 81 |
|
|
2023
Q3 | $381K | Hold |
4,590
| – | – | 0.13% | 90 |
|
|
2023
Q2 | $381K | Buy |
+4,590
| New | +$381K | 0.13% | 89 |
|
|
2019
Q3 | $911K | Buy |
+52,840
| New | +$911K | 0.28% | 69 |
|