ProVise Management Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
+1,371
| New | +$378K | 0.03% | 193 |
|
|
2025
Q1 | – | Sell |
-1,160
| Closed | -$269K | – | 251 |
|
|
2024
Q4 | $269K | Sell |
1,160
-1,250
| -52% | -$290K | 0.02% | 220 |
|
|
2024
Q3 | $416K | Buy |
2,410
+430
| +22% | +$74.2K | 0.03% | 214 |
|
|
2024
Q2 | $318K | Buy |
+1,980
| New | +$318K | 0.03% | 238 |
|
|
2021
Q3 | – | Sell |
-4,380
| Closed | -$209K | – | 376 |
|
|
2021
Q2 | $209K | Buy |
+4,380
| New | +$209K | 0.02% | 360 |
|