Principal Securities’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.2M Buy
109,731
+23,284
+27% +$6.42M 0.57% 33
2025
Q1
$20M Buy
86,447
+132
+0.2% +$30.6K 0.45% 45
2024
Q4
$20M Buy
86,315
+21,603
+33% +$5.01M 0.45% 45
2024
Q3
$11.2M Buy
64,712
+18,532
+40% +$3.2M 0.27% 71
2024
Q2
$7.41M Buy
46,180
+3,520
+8% +$565K 0.2% 90
2024
Q1
$5.65M Buy
42,660
+300
+0.7% +$39.8K 0.18% 114
2023
Q4
$4.73M Buy
+42,360
New +$4.73M 0.18% 117