Phillips 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
Q2 | $538K | Buy |
1,951
+585
| +43% | +$161K | 0.04% | 136 |
|
|
2025
Q1 | $229K | Buy |
1,366
+48
| +4% | +$8.04K | 0.02% | 171 |
|
|
2024
Q4 | $306K | Sell |
1,318
-194
| -13% | -$45K | 0.02% | 147 |
|
|
2024
Q3 | $261K | Sell |
1,512
-158
| -9% | -$27.3K | 0.02% | 159 |
|
|
2024
Q2 | $268K | Sell |
1,670
-20
| -1% | -$3.21K | 0.02% | 157 |
|
|
2024
Q1 | $224K | Buy |
+1,690
| New | +$224K | 0.02% | 170 |
|